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 | $63,338 | $107,934-41.3% | $91,989-31.1% | $152,861-58.6% |
| Participation rate | 56.3% | 81.2%-24.9pp | 78.6%-22.4pp | 82.4%-26.2pp |
| Annual return | 25.59% | 89.24%-63.7pp | 69.02%-43.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $317 | $4,210-92.5% | $3,452-90.8% | $4,762-93.3% |
| Participant deferral / active EE | $2,886 | $6,364-54.7% | $5,923-51.3% | $5,850-50.7% |
| Admin fee / account holder | $340 | $10,520-96.8% | $7,743-95.6% | $11,596-97.1% |