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 | $182,065 | $72,400+151.5% | $67,502+169.7% | $145,922+24.8% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 25.49% | 7182.46%-7157.0pp | 3512.12%-3486.6pp | 561.29%-535.8pp |
| Employer contribution / active EE | $352 | $3,069-88.5% | $2,731-87.1% | $4,660-92.4% |
| Participant deferral / active EE | $7,625 | $4,783+59.4% | $4,000+90.6% | $6,688+14.0% |
| Admin fee / account holder | $1,333 | $5,539-75.9% | $3,998-66.7% | $13,397-90.1% |