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 4-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 | $72,963 | $140,940-48.2% | $112,229-35.0% | $139,434-47.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 428.54% | 32.71%+395.8pp | 30.20%+398.3pp | 372.94%+55.6pp |
| Employer contribution / active EE | -$169 | $4,283-103.9% | $3,430-104.9% | $4,751-103.5% |
| Participant deferral / active EE | $1,732 | $5,874-70.5% | $4,798-63.9% | $6,710-74.2% |
| Admin fee / account holder | $2,579 | $9,954-74.1% | $7,748-66.7% | $11,403-77.4% |