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 3-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 | $143,618 | $111,724+28.5% | $93,606+53.4% | $145,922-1.6% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 16.34% | 202.98%-186.6pp | 133.20%-116.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $349 | $3,090-88.7% | $2,420-85.6% | $4,660-92.5% |
| Participant deferral / active EE | $1,584 | $4,912-67.8% | $4,411-64.1% | $6,688-76.3% |
| Admin fee / account holder | $43,698 | $10,250+326.3% | $8,285+427.4% | $13,397+226.2% |