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 | $140,110 | $102,382+36.8% | $147,005-4.7% | $80,874+73.2% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 18.62% | 134.89%-116.3pp | 418.76%-400.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,868 | $6,646-11.7% | $8,070-27.3% | $4,297+36.6% |
| Admin fee / account holder | $5,080 | $7,942-36.0% | $13,006-60.9% | $6,935-26.8% |