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 | $208,208 | $132,634+57.0% | $115,768+79.9% | $137,256+51.7% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 19.67% | 160.70%-141.0pp | 100.46%-80.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $454 | $3,360-86.5% | $2,940-84.6% | $4,156-89.1% |
| Participant deferral / active EE | $8,441 | $5,619+50.2% | $4,917+71.7% | $6,407+31.8% |
| Admin fee / account holder | $1,372 | $15,028-90.9% | $12,439-89.0% | $12,270-88.8% |