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 6-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 | $67,203 | $148,534-54.8% | $135,903-50.6% | $139,434-51.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.75% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $13 | $5,243-99.7% | $4,856-99.7% | $4,751-99.7% |
| Participant deferral / active EE | $10,968 | $8,100+35.4% | $7,758+41.4% | $6,710+63.5% |
| Admin fee / account holder | $5,381 | $12,400-56.6% | $10,762-50.0% | $11,403-52.8% |