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 | $49,593 | $104,486-52.5% | $76,817-35.4% | $152,861-67.6% |
| Participation rate | 33.3% | 76.6%-43.3pp | 72.1%-38.7pp | 82.4%-49.1pp |
| Annual return | 22.37% | 1013.37%-991.0pp | 1166.11%-1143.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $187 | $3,116-94.0% | $2,302-91.9% | $4,762-96.1% |
| Participant deferral / active EE | $1,167 | $4,236-72.5% | $3,336-65.0% | $5,850-80.1% |
| Admin fee / account holder | $1,046 | $12,275-91.5% | $6,420-83.7% | $11,596-91.0% |