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 | $159,388 | $202,318-21.2% | $172,739-7.7% | $152,861+4.3% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 14.07% | 1029.65%-1015.6pp | 802.84%-788.8pp | 345.32%-331.2pp |
| Employer contribution / active EE | $630 | $5,856-89.2% | $5,143-87.7% | $4,762-86.8% |
| Participant deferral / active EE | $3,007 | $5,948-49.4% | $5,198-42.1% | $5,850-48.6% |
| Admin fee / account holder | $2,627 | $17,109-84.6% | $13,954-81.2% | $11,596-77.3% |