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 | $71,017 | $112,096-36.6% | $95,952-26.0% | $158,922-55.3% |
| Participation rate | 53.3% | 79.0%-25.6pp | 77.1%-23.7pp | 82.0%-28.6pp |
| Annual return | 9.78% | 171.09%-161.3pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $382 | $3,198-88.1% | $2,541-85.0% | $4,761-92.0% |
| Participant deferral / active EE | $4,069 | $4,784-14.9% | $4,167-2.3% | $5,982-32.0% |
| Admin fee / account holder | $864 | $10,130-91.5% | $6,795-87.3% | $11,246-92.3% |