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 | $196,749 | $175,202+12.3% | $149,673+31.5% | $139,434+41.1% |
| Participation rate | 15.4% | 83.4%-68.0pp | 78.8%-63.4pp | 80.3%-64.9pp |
| Annual return | 19.91% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $575 | $5,474-89.5% | $4,818-88.1% | $4,751-87.9% |
| Participant deferral / active EE | $2,875 | $6,519-55.9% | $5,680-49.4% | $6,710-57.2% |
| Admin fee / account holder | $643 | $16,150-96.0% | $13,210-95.1% | $11,403-94.4% |