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 | $68,812 | $65,561+5.0% | $86,188-20.2% | $75,163-8.5% |
| Participation rate | 34.5% | 60.5%-26.0pp | 69.0%-34.4pp | 67.2%-32.7pp |
| Annual return | 15.60% | 46.05%-30.5pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,998 | $3,024-33.9% | $3,985-49.9% | $4,125-51.6% |
| Admin fee / account holder | $2,567 | $5,474-53.1% | $6,852-62.5% | $5,651-54.6% |