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 4-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 | $13,619 | $52,353-74.0% | $120,225-88.7% | $82,448-83.5% |
| Participation rate | 25.8% | 58.3%-32.5pp | 69.6%-43.8pp | 68.1%-42.3pp |
| Annual return | 19.79% | 61.85%-42.1pp | 439.23%-419.4pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,417 | $2,627-46.1% | $3,999-64.6% | $4,139-65.8% |
| Admin fee / account holder | $491 | $4,363-88.7% | $5,696-91.4% | $7,234-93.2% |