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 | $133,922+55.5% | $116,228+79.1% | $142,382+46.2% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 19.67% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $454 | $3,446-86.8% | $2,994-84.8% | $4,299-89.4% |
| Participant deferral / active EE | $8,441 | $5,672+48.8% | $4,953+70.4% | $6,507+29.7% |
| Admin fee / account holder | $1,372 | $14,945-90.8% | $11,989-88.6% | $12,624-89.1% |