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 | $81,322 | $189,613-57.1% | $167,512-51.5% | $142,382-42.9% |
| Participation rate | 28.6% | 80.1%-51.6pp | 77.1%-48.5pp | 80.1%-51.5pp |
| Annual return | 23.09% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $338 | $4,349-92.2% | $3,882-91.3% | $4,299-92.1% |
| Participant deferral / active EE | $3,620 | $6,981-48.1% | $6,405-43.5% | $6,507-44.4% |
| Admin fee / account holder | $973 | $10,528-90.8% | $9,769-90.0% | $12,624-92.3% |