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 | $18,717 | $105,998-82.3% | $92,233-79.7% | $147,584-87.3% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 22.74% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $663 | $4,333-84.7% | $3,679-82.0% | $4,876-86.4% |
| Participant deferral / active EE | $4,243 | $4,478-5.3% | $3,897+8.9% | $5,439-22.0% |
| Admin fee / account holder | $963 | $6,332-84.8% | $5,194-81.5% | $10,885-91.2% |