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.
Participant 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 | $25,971 | $107,334-75.8% | $92,893-72.0% | $152,861-83.0% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 26.08% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $10,557 | $4,221+150.1% | $3,653+189.0% | $4,762+121.7% |
| Participant deferral / active EE | $760 | $4,845-84.3% | $4,236-82.1% | $5,850-87.0% |
| Admin fee / account holder | $1,700 | $7,079-76.0% | $5,794-70.7% | $11,596-85.3% |