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 | $53,925 | $81,632-33.9% | $70,449-23.5% | $158,922-66.1% |
| Participation rate | 20.0% | 77.7%-57.7pp | 75.1%-55.1pp | 82.0%-62.0pp |
| Annual return | 53.79% | 208.40%-154.6pp | 109.03%-55.2pp | 302.83%-249.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,387 | $4,554-69.5% | $3,709-62.6% | $5,982-76.8% |
| Admin fee / account holder | $526 | $6,193-91.5% | $3,845-86.3% | $11,246-95.3% |