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 7-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 | $48,340 | $102,317-52.8% | $146,958-67.1% | $80,856-40.2% |
| Participation rate | 23.1% | 75.8%-52.8pp | 82.2%-59.1pp | 67.6%-44.6pp |
| Annual return | 83.91% | 134.76%-50.8pp | 418.34%-334.4pp | 35.59%+48.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,195 | $6,644-51.9% | $8,070-60.4% | $4,296-25.6% |
| Admin fee / account holder | $10,397 | $7,941+30.9% | $12,998-20.0% | $6,918+50.3% |