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 | $70,041 | $152,587-54.1% | $125,175-44.0% | $152,861-54.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 26.17% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $673 | $4,946-86.4% | $3,865-82.6% | $4,762-85.9% |
| Participant deferral / active EE | $5,118 | $5,868-12.8% | $4,937+3.7% | $5,850-12.5% |
| Admin fee / account holder | $644 | $13,434-95.2% | $9,702-93.4% | $11,596-94.4% |