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 | $90,423 | $112,096-19.3% | $95,952-5.8% | $158,922-43.1% |
| Participation rate | 38.1% | 79.0%-40.9pp | 77.1%-39.0pp | 82.0%-43.9pp |
| Annual return | 18.12% | 171.09%-153.0pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,945 | $4,784-59.3% | $4,167-53.3% | $5,982-67.5% |
| Admin fee / account holder | $25,888 | $10,130+155.6% | $6,795+281.0% | $11,246+130.2% |