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 9-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 | $14,703 | $72,400-79.7% | $67,502-78.2% | $145,922-89.9% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.7pp | 80.3%-17.1pp |
| Annual return | 10.41% | 7182.46%-7172.0pp | 3512.12%-3501.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $22 | $3,069-99.3% | $2,731-99.2% | $4,660-99.5% |
| Participant deferral / active EE | $1,525 | $4,783-68.1% | $4,000-61.9% | $6,688-77.2% |
| Admin fee / account holder | $712 | $5,539-87.1% | $3,998-82.2% | $13,397-94.7% |