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 | $141,495 | $115,770+22.2% | $101,248+39.8% | $158,922-11.0% |
| Participation rate | 10.5% | 79.4%-68.8pp | 75.8%-65.3pp | 82.0%-71.4pp |
| Annual return | 24.66% | 56.14%-31.5pp | 46.47%-21.8pp | 302.83%-278.2pp |
| Employer contribution / active EE | $312 | $4,175-92.5% | $3,660-91.5% | $4,761-93.5% |
| Participant deferral / active EE | $2,105 | $4,957-57.5% | $4,370-51.8% | $5,982-64.8% |
| Admin fee / account holder | $494 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |