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 | $46,413 | $111,724-58.5% | $93,606-50.4% | $145,922-68.2% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 9.90% | 202.98%-193.1pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,735 | $4,912-44.3% | $4,411-38.0% | $6,688-59.1% |
| Admin fee / account holder | $8,430 | $10,250-17.8% | $8,285+1.7% | $13,397-37.1% |