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 | $141,977 | $209,411-32.2% | $178,490-20.5% | $158,922-10.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 32.47% | 188.75%-156.3pp | 151.07%-118.6pp | 302.83%-270.4pp |
| Employer contribution / active EE | $275 | $5,706-95.2% | $5,011-94.5% | $4,761-94.2% |
| Participant deferral / active EE | $9,038 | $5,954+51.8% | $5,202+73.8% | $5,982+51.1% |
| Admin fee / account holder | $3,139 | $17,074-81.6% | $13,984-77.6% | $11,246-72.1% |