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 | $92,213 | $209,411-56.0% | $178,490-48.3% | $158,922-42.0% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 23.76% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $842 | $5,706-85.2% | $5,011-83.2% | $4,761-82.3% |
| Participant deferral / active EE | $5,609 | $5,954-5.8% | $5,202+7.8% | $5,982-6.2% |
| Admin fee / account holder | $321 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |