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 | $93,951 | $102,317-8.2% | $146,958-36.1% | $80,856+16.2% |
| Participation rate | 23.1% | 75.8%-52.8pp | 82.2%-59.1pp | 67.6%-44.6pp |
| Annual return | 108.86% | 134.76%-25.9pp | 418.34%-309.5pp | 35.59%+73.3pp |
| Employer contribution / active EE | $600 | $3,713-83.8% | $4,933-87.8% | $2,755-78.2% |
| Participant deferral / active EE | $2,829 | $6,644-57.4% | $8,070-64.9% | $4,296-34.1% |
| Admin fee / account holder | $103,103 | $7,941+1198.3% | $12,998+693.2% | $6,918+1390.4% |