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 8-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 | $16,120 | $109,982-85.3% | $97,226-83.4% | $145,922-89.0% |
| Participation rate | 64.7% | 75.9%-11.2pp | 72.7%-8.0pp | 80.3%-15.6pp |
| Annual return | 20.93% | 242.90%-222.0pp | 75.13%-54.2pp | 561.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,069 | $4,676-55.8% | $4,264-51.5% | $6,688-69.1% |
| Admin fee / account holder | $879 | $6,221-85.9% | $5,654-84.5% | $13,397-93.4% |