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 | $82,512 | $180,749-54.4% | $160,784-48.7% | $137,256-39.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.80% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $303 | $4,155-92.7% | $3,733-91.9% | $4,156-92.7% |
| Participant deferral / active EE | $9,557 | $6,844+39.6% | $6,293+51.9% | $6,407+49.2% |
| Admin fee / account holder | $1,180 | $10,397-88.6% | $9,717-87.9% | $12,270-90.4% |