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 6-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 | $23,954 | $202,432-88.2% | $169,368-85.9% | $139,434-82.8% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 11.40% | 531.74%-520.3pp | 405.60%-394.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,494 | $6,938-64.0% | $6,221-59.9% | $6,710-62.8% |
| Admin fee / account holder | $653 | $10,708-93.9% | $9,003-92.7% | $11,403-94.3% |