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 | $128,590 | $65,561+96.1% | $86,188+49.2% | $75,163+71.1% |
| Participation rate | 20.6% | 60.5%-39.9pp | 69.0%-48.3pp | 67.2%-46.6pp |
| Annual return | 20.64% | 46.05%-25.4pp | 1168.45%-1147.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $226 | $1,553-85.5% | $2,380-90.5% | $2,670-91.5% |
| Participant deferral / active EE | $1,772 | $3,024-41.4% | $3,985-55.5% | $4,125-57.0% |
| Admin fee / account holder | $10,135 | $5,474+85.1% | $6,852+47.9% | $5,651+79.4% |