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 | $42,774 | $159,602-73.2% | $150,045-71.5% | $142,382-70.0% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.3%-51.6pp | 80.1%-49.4pp |
| Annual return | 128.61% | 70.24%+58.4pp | 62.55%+66.1pp | 217.08%-88.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,188 | $8,310-1.5% | $7,997+2.4% | $6,507+25.8% |
| Admin fee / account holder | $8,089 | $14,846-45.5% | $13,435-39.8% | $12,624-35.9% |