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 | $80,478 | $65,561+22.8% | $86,188-6.6% | $75,163+7.1% |
| Participation rate | 26.1% | 60.5%-34.4pp | 69.0%-42.9pp | 67.2%-41.1pp |
| Annual return | 25.69% | 46.05%-20.4pp | 1168.45%-1142.8pp | 160.62%-134.9pp |
| Employer contribution / active EE | $239 | $1,553-84.6% | $2,380-90.0% | $2,670-91.1% |
| Participant deferral / active EE | $1,352 | $3,024-55.3% | $3,985-66.1% | $4,125-67.2% |
| Admin fee / account holder | $1,737 | $5,474-68.3% | $6,852-74.7% | $5,651-69.3% |