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 | $23,488 | $172,478-86.4% | $145,661-83.9% | $142,382-83.5% |
| Participation rate | 35.7% | 80.1%-44.4pp | 77.2%-41.5pp | 80.1%-44.4pp |
| Annual return | 16.99% | 151.09%-134.1pp | 101.46%-84.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,483 | $8,348-70.3% | $7,198-65.5% | $6,507-61.8% |
| Admin fee / account holder | $3,367 | $16,864-80.0% | $12,466-73.0% | $12,624-73.3% |