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 | $90,369 | $105,998-14.7% | $92,233-2.0% | $147,584-38.8% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 16.42% | 50.05%-33.6pp | 176.28%-159.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $178 | $4,333-95.9% | $3,679-95.2% | $4,876-96.3% |
| Participant deferral / active EE | $4,937 | $4,478+10.3% | $3,897+26.7% | $5,439-9.2% |
| Admin fee / account holder | $990 | $6,332-84.4% | $5,194-80.9% | $10,885-90.9% |