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 8-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 | $15,798 | $57,281-72.4% | $86,612-81.8% | $75,163-79.0% |
| Participation rate | 47.6% | 63.2%-15.6pp | 71.7%-24.1pp | 67.2%-19.6pp |
| Annual return | 78.01% | 2670.75%-2592.7pp | 591.07%-513.1pp | 160.62%-82.6pp |
| Employer contribution / active EE | $34 | $2,314-98.5% | $3,022-98.9% | $2,670-98.7% |
| Participant deferral / active EE | $1,797 | $3,318-45.8% | $4,438-59.5% | $4,125-56.4% |
| Admin fee / account holder | $950 | $4,112-76.9% | $5,614-83.1% | $5,651-83.2% |