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 | $105,233 | $96,305+9.3% | $80,569+30.6% | $139,434-24.5% |
| Participation rate | 61.5% | 73.6%-12.1pp | 67.0%-5.5pp | 80.3%-18.8pp |
| Annual return | 13.87% | 1350.08%-1336.2pp | 935.43%-921.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,374 | $5,232-16.4% | $4,447-1.7% | $6,710-34.8% |
| Admin fee / account holder | $3,736 | $6,599-43.4% | $5,377-30.5% | $11,403-67.2% |