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 | $65,965 | $49,922+32.1% | $80,569-18.1% | $75,163-12.2% |
| Participation rate | 63.4% | 55.3%+8.1pp | 67.0%-3.6pp | 67.2%-3.8pp |
| Annual return | 17.93% | 34.69%-16.8pp | 935.43%-917.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $44 | $1,698-97.4% | $2,723-98.4% | $2,670-98.4% |
| Participant deferral / active EE | $5,670 | $2,990+89.6% | $4,447+27.5% | $4,125+37.4% |
| Admin fee / account holder | $4,231 | $3,577+18.3% | $5,377-21.3% | $5,651-25.1% |