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 | $215,410 | $29,660+626.3% | $56,411+281.9% | $80,856+166.4% |
| Participation rate | 2.4% | 41.6%-39.3pp | 52.5%-50.1pp | 67.6%-65.3pp |
| Annual return | 11.16% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $74 | $669-89.0% | $1,039-92.9% | $2,755-97.3% |
| Participant deferral / active EE | $339 | $1,226-72.4% | $1,952-82.6% | $4,296-92.1% |
| Admin fee / account holder | $214,617 | $2,428+8741.0% | $2,829+7486.9% | $6,918+3002.3% |