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 | $121,936 | $86,286+41.3% | $111,297+9.6% | $85,850+42.0% |
| Participation rate | 41.3% | 73.3%-32.0pp | 77.3%-36.0pp | 69.3%-28.0pp |
| Annual return | 25.05% | 19.99%+5.1pp | 54.65%-29.6pp | 318.53%-293.5pp |
| Employer contribution / active EE | $4 | $2,043-99.8% | $2,731-99.9% | $2,565-99.8% |
| Participant deferral / active EE | $2,452 | $3,641-32.6% | $4,487-45.4% | $3,952-37.9% |
| Admin fee / account holder | $4,020 | $8,188-50.9% | $7,964-49.5% | $6,260-35.8% |