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 | $176,933 | $168,632+4.9% | $147,614+19.9% | $125,391+41.1% |
| Participation rate | 20.0% | 88.8%-68.8pp | 84.6%-64.6pp | 83.2%-63.2pp |
| Annual return | -2.18% | 77.65%-79.8pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $518 | $6,252-91.7% | $5,564-90.7% | $4,866-89.3% |
| Participant deferral / active EE | $4,400 | $5,507-20.1% | $4,895-10.1% | $5,352-17.8% |
| Admin fee / account holder | $1,925 | $13,580-85.8% | $11,611-83.4% | $9,540-79.8% |