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 | $46,896 | $70,756-33.7% | $65,493-28.4% | $142,382-67.1% |
| Participation rate | 56.3% | 77.4%-21.1pp | 73.1%-16.8pp | 80.1%-23.9pp |
| Annual return | 20.80% | 1754.89%-1734.1pp | 982.45%-961.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,237 | $4,637+34.5% | $3,961+57.5% | $6,507-4.1% |
| Admin fee / account holder | $989 | $6,559-84.9% | $5,028-80.3% | $12,624-92.2% |