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 | $50,621 | $107,334-52.8% | $92,893-45.5% | $152,861-66.9% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.4%-55.2pp |
| Annual return | 22.79% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $559 | $4,221-86.7% | $3,653-84.7% | $4,762-88.3% |
| Participant deferral / active EE | $4,665 | $4,845-3.7% | $4,236+10.1% | $5,850-20.3% |
| Admin fee / account holder | $715 | $7,079-89.9% | $5,794-87.7% | $11,596-93.8% |