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 | $76,487 | $132,634-42.3% | $115,768-33.9% | $137,256-44.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 16.06% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $548 | $3,360-83.7% | $2,940-81.4% | $4,156-86.8% |
| Participant deferral / active EE | $2,649 | $5,619-52.9% | $4,917-46.1% | $6,407-58.7% |
| Admin fee / account holder | $9,667 | $15,028-35.7% | $12,439-22.3% | $12,270-21.2% |