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 | $190,806 | $175,202+8.9% | $149,673+27.5% | $139,434+36.8% |
| Participation rate | 35.7% | 83.4%-47.7pp | 78.8%-43.1pp | 80.3%-44.6pp |
| Annual return | 26.33% | 166.71%-140.4pp | 134.42%-108.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,074 | $5,474-80.4% | $4,818-77.7% | $4,751-77.4% |
| Participant deferral / active EE | $2,771 | $6,519-57.5% | $5,680-51.2% | $6,710-58.7% |
| Admin fee / account holder | $10,042 | $16,150-37.8% | $13,210-24.0% | $11,403-11.9% |