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 5-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 | $13,833 | $96,635-85.7% | $86,612-84.0% | $139,434-90.1% |
| Participation rate | 36.8% | 74.4%-37.6pp | 71.7%-34.9pp | 80.3%-43.5pp |
| Annual return | 19.61% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,272 | $4,836-32.3% | $4,438-26.3% | $6,710-51.2% |
| Admin fee / account holder | $976 | $6,408-84.8% | $5,614-82.6% | $11,403-91.4% |