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 | $90,371 | $110,809-18.4% | $86,874+4.0% | $167,490-46.0% |
| Participation rate | 17.6% | 75.8%-58.1pp | 71.6%-54.0pp | 82.1%-64.5pp |
| Annual return | 24.03% | 116.98%-92.9pp | 63.52%-39.5pp | 478.56%-454.5pp |
| Employer contribution / active EE | $133 | $3,244-95.9% | $2,495-94.7% | $4,837-97.3% |
| Participant deferral / active EE | $1,023 | $4,546-77.5% | $3,699-72.4% | $6,341-83.9% |
| Admin fee / account holder | $9,030 | $8,415+7.3% | $5,828+54.9% | $12,309-26.6% |