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 | $107,272 | $115,770-7.3% | $101,248+5.9% | $158,922-32.5% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 21.22% | 56.14%-34.9pp | 46.47%-25.3pp | 302.83%-281.6pp |
| Employer contribution / active EE | $711 | $4,175-83.0% | $3,660-80.6% | $4,761-85.1% |
| Participant deferral / active EE | $1,778 | $4,957-64.1% | $4,370-59.3% | $5,982-70.3% |
| Admin fee / account holder | $359 | $7,245-95.0% | $5,945-94.0% | $11,246-96.8% |