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 | $212,111 | $88,751+139.0% | $81,812+159.3% | $145,922+45.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 18.38% | 1025.40%-1007.0pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $169 | $3,083-94.5% | $2,912-94.2% | $4,660-96.4% |
| Participant deferral / active EE | $7,868 | $4,643+69.5% | $4,319+82.2% | $6,688+17.7% |
| Admin fee / account holder | $689 | $8,415-91.8% | $7,386-90.7% | $13,397-94.9% |