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 | $63,434 | $198,466-68.0% | $170,442-62.8% | $147,584-57.0% |
| Participation rate | 64.7% | 88.0%-23.3pp | 83.6%-18.9pp | 82.8%-18.1pp |
| Annual return | 17.24% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,174 | $6,184-81.0% | $5,433-78.4% | $4,876-75.9% |
| Participant deferral / active EE | $2,803 | $5,629-50.2% | $4,939-43.3% | $5,439-48.5% |
| Admin fee / account holder | $924 | $16,852-94.5% | $13,880-93.3% | $10,885-91.5% |