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 7-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 | $31,631 | $89,652-64.7% | $141,162-77.6% | $65,185-51.5% |
| Participation rate | 37.9% | 74.7%-36.8pp | 82.5%-44.5pp | 70.2%-32.3pp |
| Annual return | 94.06% | 32.79%+61.3pp | 71.39%+22.7pp | 29.38%+64.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,758 | $5,691-34.0% | $6,709-44.0% | $3,514+7.0% |
| Admin fee / account holder | $1,101 | $569+93.7% | $10,261-89.3% | $847+30.0% |