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 8-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 | $64,094 | $175,202-63.4% | $149,673-57.2% | $139,434-54.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 15.57% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $662 | $5,474-87.9% | $4,818-86.3% | $4,751-86.1% |
| Participant deferral / active EE | $2,448 | $6,519-62.4% | $5,680-56.9% | $6,710-63.5% |
| Admin fee / account holder | $3,962 | $16,150-75.5% | $13,210-70.0% | $11,403-65.3% |