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 | $100,237 | $144,119-30.4% | $117,854-14.9% | $147,584-32.1% |
| Participation rate | 55.0% | 83.4%-28.4pp | 79.7%-24.7pp | 82.8%-27.8pp |
| Annual return | 14.97% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,616 | $5,316-32.0% | $4,482-19.3% | $5,439-33.5% |
| Admin fee / account holder | $1,633 | $10,886-85.0% | $8,020-79.6% | $10,885-85.0% |