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 | $114,021 | $202,432-43.7% | $169,368-32.7% | $139,434-18.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.06% | 531.74%-512.7pp | 405.60%-386.5pp | 372.94%-353.9pp |
| Employer contribution / active EE | $25 | $4,692-99.5% | $4,013-99.4% | $4,751-99.5% |
| Participant deferral / active EE | $8,921 | $6,938+28.6% | $6,221+43.4% | $6,710+32.9% |
| Admin fee / account holder | $5,701 | $10,708-46.8% | $9,003-36.7% | $11,403-50.0% |