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 | $54,454 | $183,519-70.3% | $155,509-65.0% | $145,922-62.7% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 40.46% | 61.17%-20.7pp | 64.67%-24.2pp | 561.29%-520.8pp |
| Employer contribution / active EE | $563 | $5,313-89.4% | $4,672-87.9% | $4,660-87.9% |
| Participant deferral / active EE | $3,138 | $6,462-51.4% | $5,626-44.2% | $6,688-53.1% |
| Admin fee / account holder | $2,345 | $19,313-87.9% | $15,912-85.3% | $13,397-82.5% |