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 8-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 | $60,042 | $96,635-37.9% | $86,612-30.7% | $139,434-56.9% |
| Participation rate | 35.0% | 74.4%-39.4pp | 71.7%-36.7pp | 80.3%-45.3pp |
| Annual return | 20.27% | 106.41%-86.1pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,936 | $4,836+22.7% | $4,438+33.8% | $6,710-11.5% |
| Admin fee / account holder | $723 | $6,408-88.7% | $5,614-87.1% | $11,403-93.7% |