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 | $38,294 | $77,145-50.4% | $108,410-64.7% | $85,850-55.4% |
| Participation rate | 53.2% | 74.7%-21.4pp | 80.1%-26.9pp | 69.3%-16.1pp |
| Annual return | 26.05% | 44.54%-18.5pp | 905.27%-879.2pp | 318.53%-292.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,631 | $5,566+55.1% | $6,563+31.5% | $3,952+118.4% |
| Admin fee / account holder | $12,304 | $5,172+137.9% | $7,295+68.7% | $6,260+96.6% |