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 4-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 | $25,370 | $68,346-62.9% | $94,646-73.2% | $75,163-66.2% |
| Participation rate | 67.6% | 76.1%-8.5pp | 80.8%-13.3pp | 67.2%+0.4pp |
| Annual return | 28.34% | 616.93%-588.6pp | 156.71%-128.4pp | 160.62%-132.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,381 | $6,537-2.4% | $7,418-14.0% | $4,125+54.7% |
| Admin fee / account holder | $3,339 | $5,326-37.3% | $7,231-53.8% | $5,651-40.9% |