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 | $114,835 | $104,907+9.5% | $84,611+35.7% | $152,861-24.9% |
| Participation rate | 61.1% | 74.8%-13.7pp | 68.2%-7.1pp | 82.4%-21.3pp |
| Annual return | 24.22% | 373.79%-349.6pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,680 | $4,688-42.8% | $3,899-31.3% | $5,850-54.2% |
| Admin fee / account holder | $494 | $6,241-92.1% | $4,912-89.9% | $11,596-95.7% |