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 | $154,654 | $155,788-0.7% | $124,672+24.0% | $167,490-7.7% |
| Participation rate | 54.5% | 81.1%-26.6pp | 74.6%-20.1pp | 82.1%-27.6pp |
| Annual return | 12.61% | 17.97%-5.4pp | 5142.93%-5130.3pp | 478.56%-466.0pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,425 | $5,673-57.3% | $4,614-47.4% | $6,341-61.8% |
| Admin fee / account holder | $45,871 | $9,531+381.3% | $7,493+512.2% | $12,309+272.7% |