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 7-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 | $35,245 | $111,535-68.4% | $105,223-66.5% | $137,256-74.3% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.0%-22.4pp | 80.0%-27.3pp |
| Annual return | 20.23% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $336 | $3,939-91.5% | $3,689-90.9% | $4,156-91.9% |
| Participant deferral / active EE | $2,591 | $5,500-52.9% | $5,072-48.9% | $6,407-59.6% |
| Admin fee / account holder | $2,818 | $9,721-71.0% | $8,859-68.2% | $12,270-77.0% |