See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,459 | $99,079-56.1% | $77,999-44.3% | $273,961-84.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | 6.45% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $338 | $3,308-89.8% | $2,470-86.3% | $4,869-93.1% |
| Participant deferral / active EE | $2,207 | $4,306-48.7% | $3,497-36.9% | $5,287-58.2% |
| Admin fee / account holder | $4,480 | $8,954-50.0% | $5,480-18.3% | $10,132-55.8% |