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 3-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 | $95,549 | $88,751+7.7% | $81,812+16.8% | $145,922-34.5% |
| Participation rate | 26.7% | 75.0%-48.4pp | 72.3%-45.7pp | 80.3%-53.6pp |
| Annual return | 12.19% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $252 | $3,083-91.8% | $2,912-91.3% | $4,660-94.6% |
| Participant deferral / active EE | $858 | $4,643-81.5% | $4,319-80.1% | $6,688-87.2% |
| Admin fee / account holder | $1,694 | $8,415-79.9% | $7,386-77.1% | $13,397-87.4% |