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 | $44,157 | $101,317-56.4% | $146,958-70.0% | $74,495-40.7% |
| Participation rate | 20.5% | 75.5%-55.0pp | 82.2%-61.6pp | 67.2%-46.7pp |
| Annual return | 15.10% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2 | $3,810-100.0% | $4,933-100.0% | $2,623-99.9% |
| Participant deferral / active EE | $3,662 | $7,303-49.9% | $8,070-54.6% | $4,346-15.7% |
| Admin fee / account holder | $9,962 | $1,739+472.9% | $12,998-23.4% | $1,942+413.0% |