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 | $95,336 | $111,535-14.5% | $105,223-9.4% | $137,256-30.5% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 13.30% | 237.85%-224.6pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $725 | $3,939-81.6% | $3,689-80.4% | $4,156-82.6% |
| Participant deferral / active EE | $1,812 | $5,500-67.1% | $5,072-64.3% | $6,407-71.7% |
| Admin fee / account holder | $391 | $9,721-96.0% | $8,859-95.6% | $12,270-96.8% |