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 3-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 | $28,229 | $80,968-65.1% | $96,544-70.8% | $75,163-62.4% |
| Participation rate | 19.2% | 71.8%-52.5pp | 76.0%-56.7pp | 67.2%-48.0pp |
| Annual return | 3995.28% | 27.06%+3968.2pp | 25.84%+3969.4pp | 160.62%+3834.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,695 | $3,928-5.9% | $4,851-23.8% | $4,125-10.4% |
| Admin fee / account holder | $17,147 | $6,724+155.0% | $8,252+107.8% | $5,651+203.4% |