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 | $138,799 | $90,348+53.6% | $75,972+82.7% | $145,922-4.9% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 15.77% | 620.88%-605.1pp | 359.55%-343.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $345 | $3,311-89.6% | $2,685-87.1% | $4,660-92.6% |
| Participant deferral / active EE | $1,724 | $5,162-66.6% | $4,255-59.5% | $6,688-74.2% |
| Admin fee / account holder | $2,074 | $8,467-75.5% | $6,467-67.9% | $13,397-84.5% |