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 | $96,534 | $142,405-32.2% | $115,157-16.2% | $152,861-36.8% |
| Participation rate | 63.6% | 82.4%-18.7pp | 75.9%-12.3pp | 82.4%-18.8pp |
| Annual return | 29.09% | 41.48%-12.4pp | 35.60%-6.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,788 | $5,164-65.4% | $4,168-57.1% | $5,850-69.4% |
| Admin fee / account holder | $2,217 | $8,462-73.8% | $7,088-68.7% | $11,596-80.9% |