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 10-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 | $163,822 | $96,635+69.5% | $86,612+89.1% | $139,434+17.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 18.52% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $216 | $3,263-93.4% | $3,022-92.9% | $4,751-95.5% |
| Participant deferral / active EE | $1,034 | $4,836-78.6% | $4,438-76.7% | $6,710-84.6% |
| Admin fee / account holder | $1,764 | $6,408-72.5% | $5,614-68.6% | $11,403-84.5% |