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 9-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 | $18,558 | $49,922-62.8% | $80,569-77.0% | $75,163-75.3% |
| Participation rate | 49.2% | 55.3%-6.1pp | 67.0%-17.8pp | 67.2%-18.0pp |
| Annual return | 21.65% | 34.69%-13.0pp | 935.43%-913.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,047 | $2,990+1.9% | $4,447-31.5% | $4,125-26.1% |
| Admin fee / account holder | $1,489 | $3,577-58.4% | $5,377-72.3% | $5,651-73.7% |