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 7-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 | $84,409 | $159,901-47.2% | $146,958-42.6% | $145,922-42.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 24.63% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $671 | $5,286-87.3% | $4,933-86.4% | $4,660-85.6% |
| Participant deferral / active EE | $6,096 | $8,428-27.7% | $8,070-24.5% | $6,688-8.9% |
| Admin fee / account holder | $1,280 | $15,044-91.5% | $12,998-90.2% | $13,397-90.4% |