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 | $56,809 | $175,202-67.6% | $149,673-62.0% | $139,434-59.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.98% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $972 | $5,474-82.2% | $4,818-79.8% | $4,751-79.5% |
| Participant deferral / active EE | $6,253 | $6,519-4.1% | $5,680+10.1% | $6,710-6.8% |
| Admin fee / account holder | $606 | $16,150-96.2% | $13,210-95.4% | $11,403-94.7% |