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 9-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 | $50,571 | $152,587-66.9% | $125,175-59.6% | $152,861-66.9% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 16.21% | 54.84%-38.6pp | 43.79%-27.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $738 | $4,946-85.1% | $3,865-80.9% | $4,762-84.5% |
| Participant deferral / active EE | $2,500 | $5,868-57.4% | $4,937-49.4% | $5,850-57.3% |
| Admin fee / account holder | $10,504 | $13,434-21.8% | $9,702+8.3% | $11,596-9.4% |