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 | $211,264 | $73,515+187.4% | $62,995+235.4% | $147,584+43.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 19.70% | 175.43%-155.7pp | 87.57%-67.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $200 | $3,320-94.0% | $2,759-92.8% | $4,876-95.9% |
| Participant deferral / active EE | $1,250 | $4,185-70.1% | $3,329-62.5% | $5,439-77.0% |
| Admin fee / account holder | $3,910 | $5,953-34.3% | $3,600+8.6% | $10,885-64.1% |