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 9-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 | $65,873 | $102,604-35.8% | $86,188-23.6% | $139,434-52.8% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 24.88% | 1922.51%-1897.6pp | 1168.45%-1143.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $347 | $3,032-88.6% | $2,380-85.4% | $4,751-92.7% |
| Participant deferral / active EE | $2,986 | $4,676-36.1% | $3,985-25.1% | $6,710-55.5% |
| Admin fee / account holder | $350 | $8,657-96.0% | $6,852-94.9% | $11,403-96.9% |