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 | $37,519 | $73,515-49.0% | $62,995-40.4% | $147,584-74.6% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.8%-56.6pp | 82.8%-64.6pp |
| Annual return | 22.52% | 175.43%-152.9pp | 87.57%-65.0pp | 578.55%-556.0pp |
| Employer contribution / active EE | $301 | $3,320-90.9% | $2,759-89.1% | $4,876-93.8% |
| Participant deferral / active EE | $1,823 | $4,185-56.4% | $3,329-45.2% | $5,439-66.5% |
| Admin fee / account holder | $1,521 | $5,953-74.4% | $3,600-57.7% | $10,885-86.0% |