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 | $81,813 | $106,890-23.5% | $84,015-2.6% | $152,861-46.5% |
| Participation rate | 18.2% | 75.2%-57.1pp | 69.0%-50.8pp | 82.4%-64.3pp |
| Annual return | 26.49% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $154 | $2,734-94.4% | $1,983-92.2% | $4,762-96.8% |
| Participant deferral / active EE | $3,545 | $4,011-11.6% | $3,239+9.5% | $5,850-39.4% |
| Admin fee / account holder | $3,611 | $8,285-56.4% | $6,101-40.8% | $11,596-68.9% |