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 5-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 | $28,614 | $88,751-67.8% | $81,812-65.0% | $145,922-80.4% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.3%-19.4pp | 80.3%-27.3pp |
| Annual return | 11.62% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $150 | $3,083-95.1% | $2,912-94.8% | $4,660-96.8% |
| Participant deferral / active EE | $3,109 | $4,643-33.0% | $4,319-28.0% | $6,688-53.5% |
| Admin fee / account holder | $2,459 | $8,415-70.8% | $7,386-66.7% | $13,397-81.6% |