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 4-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 | $23,291 | $88,751-73.8% | $81,812-71.5% | $145,922-84.0% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.3%-50.9pp | 80.3%-58.8pp |
| Annual return | 16.53% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $64 | $3,083-97.9% | $2,912-97.8% | $4,660-98.6% |
| Participant deferral / active EE | $1,944 | $4,643-58.1% | $4,319-55.0% | $6,688-70.9% |
| Admin fee / account holder | $922 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |