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 5-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 | $111,009 | $96,305+15.3% | $80,569+37.8% | $139,434-20.4% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 31.25% | 1350.08%-1318.8pp | 935.43%-904.2pp | 372.94%-341.7pp |
| Employer contribution / active EE | $164 | $3,262-95.0% | $2,723-94.0% | $4,751-96.6% |
| Participant deferral / active EE | $3,750 | $5,232-28.3% | $4,447-15.7% | $6,710-44.1% |
| Admin fee / account holder | $411 | $6,599-93.8% | $5,377-92.4% | $11,403-96.4% |