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 | $25,595 | $49,922-48.7% | $80,569-68.2% | $75,163-65.9% |
| Participation rate | 18.8% | 55.3%-36.6pp | 67.0%-48.2pp | 67.2%-48.4pp |
| Annual return | 17.01% | 34.69%-17.7pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,617 | $2,990-45.9% | $4,447-63.6% | $4,125-60.8% |
| Admin fee / account holder | $1,868 | $3,577-47.8% | $5,377-65.3% | $5,651-66.9% |