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 8-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 | $52,679 | $52,406+0.5% | $129,207-59.2% | $74,495-29.3% |
| Participation rate | 29.0% | 53.8%-24.8pp | 69.6%-40.6pp | 67.2%-38.2pp |
| Annual return | 15.81% | 15.66%+0.2pp | 9417.33%-9401.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $296 | $1,531-80.7% | $4,153-92.9% | $2,623-88.7% |
| Participant deferral / active EE | $2,327 | $2,794-16.7% | $4,168-44.2% | $4,346-46.5% |
| Admin fee / account holder | $4,840 | $2,633+83.8% | $7,715-37.3% | $1,942+149.2% |