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 | $68,274 | $106,890-36.1% | $84,015-18.7% | $152,861-55.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 27.64% | 104.99%-77.3pp | 71.31%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $4 | $2,734-99.9% | $1,983-99.8% | $4,762-99.9% |
| Participant deferral / active EE | $2,953 | $4,011-26.4% | $3,239-8.8% | $5,850-49.5% |
| Admin fee / account holder | $734 | $8,285-91.1% | $6,101-88.0% | $11,596-93.7% |