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 | $47,657 | $85,202-44.1% | $172,739-72.4% | $72,985-34.7% |
| Participation rate | 21.2% | 70.1%-48.9pp | 82.6%-61.4pp | 69.5%-48.3pp |
| Annual return | 1207.75% | 27.32%+1180.4pp | 802.84%+404.9pp | 81.00%+1126.8pp |
| Employer contribution / active EE | $225 | $3,324-93.2% | $5,143-95.6% | $2,440-90.8% |
| Participant deferral / active EE | $1,015 | $3,260-68.9% | $5,198-80.5% | $3,607-71.9% |
| Admin fee / account holder | $333 | $5,884-94.3% | $13,954-97.6% | $5,124-93.5% |