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 | $107,533 | $105,181+2.2% | $159,436-32.6% | $85,850+25.3% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.8%-22.4pp | 69.3%-8.8pp |
| Annual return | 18.16% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,930 | $5,945+33.4% | $7,352+7.9% | $3,952+100.7% |
| Admin fee / account holder | $7,409 | $6,933+6.9% | $10,799-31.4% | $6,260+18.4% |