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 6-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 | $227,634 | $72,071+215.8% | $68,368+233.0% | $137,256+65.8% |
| Participation rate | 5.6% | 76.2%-70.7pp | 73.8%-68.2pp | 80.0%-74.4pp |
| Annual return | 18.73% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $231 | $2,788-91.7% | $2,649-91.3% | $4,156-94.4% |
| Participant deferral / active EE | $1,722 | $4,410-60.9% | $4,123-58.2% | $6,407-73.1% |
| Admin fee / account holder | $860 | $5,336-83.9% | $5,150-83.3% | $12,270-93.0% |