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.
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 | $196,032 | $108,919+80.0% | $100,391+95.3% | $145,922+34.3% |
| Participation rate | 53.8% | 82.9%-29.1pp | 81.5%-27.6pp | 80.3%-26.4pp |
| Annual return | 12.53% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $30 | $4,419-99.3% | $3,942-99.2% | $4,660-99.4% |
| Participant deferral / active EE | $2,902 | $8,445-65.6% | $8,082-64.1% | $6,688-56.6% |
| Admin fee / account holder | $1,672 | $9,689-82.7% | $7,899-78.8% | $13,397-87.5% |