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 | $199,413 | $65,409+204.9% | $98,442+102.6% | $85,850+132.3% |
| Participation rate | 44.1% | 65.0%-20.9pp | 73.3%-29.2pp | 69.3%-25.2pp |
| Annual return | 22.74% | 21.76%+1.0pp | 1492.73%-1470.0pp | 318.53%-295.8pp |
| Employer contribution / active EE | $144 | $2,168-93.4% | $2,960-95.1% | $2,565-94.4% |
| Participant deferral / active EE | $7,760 | $3,166+145.1% | $4,276+81.5% | $3,952+96.4% |
| Admin fee / account holder | $509 | $4,593-88.9% | $5,949-91.4% | $6,260-91.9% |