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 | $79,383 | $183,519-56.7% | $155,509-49.0% | $145,922-45.6% |
| Participation rate | 34.8% | 82.7%-47.9pp | 78.2%-43.4pp | 80.3%-45.5pp |
| Annual return | 11.10% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $898 | $5,313-83.1% | $4,672-80.8% | $4,660-80.7% |
| Participant deferral / active EE | $2,422 | $6,462-62.5% | $5,626-57.0% | $6,688-63.8% |
| Admin fee / account holder | $3,810 | $19,313-80.3% | $15,912-76.1% | $13,397-71.6% |