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 | $33,540 | $57,281-41.4% | $86,612-61.3% | $75,163-55.4% |
| Participation rate | 40.6% | 63.2%-22.6pp | 71.7%-31.1pp | 67.2%-26.6pp |
| Annual return | 19.90% | 2670.75%-2650.8pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,052 | $3,318-68.3% | $4,438-76.3% | $4,125-74.5% |
| Admin fee / account holder | $3,418 | $4,112-16.9% | $5,614-39.1% | $5,651-39.5% |