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 | $42,997 | $89,248-51.8% | $136,007-68.4% | $74,495-42.3% |
| Participation rate | 42.3% | 69.4%-27.1pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 10.94% | 22.76%-11.8pp | 579.32%-568.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,217-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,564 | $4,598-44.2% | $7,025-63.5% | $4,346-41.0% |
| Admin fee / account holder | $5,043 | $1,545+226.4% | $6,858-26.5% | $1,942+159.7% |