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 | $71,670 | $189,613-62.2% | $167,512-57.2% | $142,382-49.7% |
| Participation rate | 38.9% | 80.1%-41.2pp | 77.1%-38.2pp | 80.1%-41.2pp |
| Annual return | 13.20% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $143 | $4,349-96.7% | $3,882-96.3% | $4,299-96.7% |
| Participant deferral / active EE | $1,425 | $6,981-79.6% | $6,405-77.8% | $6,507-78.1% |
| Admin fee / account holder | $5,358 | $10,528-49.1% | $9,769-45.2% | $12,624-57.6% |