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 | $54,789 | $202,318-72.9% | $172,739-68.3% | $152,861-64.2% |
| Participation rate | 34.8% | 87.1%-52.3pp | 82.6%-47.9pp | 82.4%-47.7pp |
| Annual return | 24.91% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $190 | $5,856-96.8% | $5,143-96.3% | $4,762-96.0% |
| Participant deferral / active EE | $2,091 | $5,948-64.8% | $5,198-59.8% | $5,850-64.3% |
| Admin fee / account holder | $311 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |