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 8-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 | $64,489 | $114,381-43.6% | $107,525-40.0% | $142,382-54.7% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 21.23% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $116 | $4,015-97.1% | $3,754-96.9% | $4,299-97.3% |
| Participant deferral / active EE | $7,450 | $5,564+33.9% | $5,116+45.6% | $6,507+14.5% |
| Admin fee / account holder | $867 | $9,860-91.2% | $8,919-90.3% | $12,624-93.1% |