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 6-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 | $115,561 | $83,902+37.7% | $167,512-31.0% | $84,808+36.3% |
| Participation rate | 66.1% | 66.5%-0.3pp | 77.1%-10.9pp | 68.3%-2.2pp |
| Annual return | 15.34% | 91.55%-76.2pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $415 | $2,264-81.7% | $3,882-89.3% | $2,631-84.2% |
| Participant deferral / active EE | $5,435 | $4,442+22.3% | $6,405-15.1% | $4,212+29.0% |
| Admin fee / account holder | $10,587 | $7,915+33.8% | $9,769+8.4% | $7,344+44.2% |