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 7-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 | $46,638 | $65,409-28.7% | $98,442-52.6% | $85,850-45.7% |
| Participation rate | 67.9% | 65.0%+2.9pp | 73.3%-5.5pp | 69.3%-1.5pp |
| Annual return | 13.76% | 21.76%-8.0pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,191 | $3,166-30.8% | $4,276-48.8% | $3,952-44.5% |
| Admin fee / account holder | $1,119 | $4,593-75.6% | $5,949-81.2% | $6,260-82.1% |