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 3-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 | $3,001 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 68.2% | 63.7%+4.5pp | 55.0%+13.2pp | 80.1%-11.9pp |
| Annual return | 32.81% | 619.81%-587.0pp | 528.60%-495.8pp | 217.08%-184.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,659 | $2,364-29.8% | $1,826-9.2% | $6,507-74.5% |
| Admin fee / account holder | $1,013 | $2,852-64.5% | $2,491-59.3% | $12,624-92.0% |