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 | $182,571 | $202,318-9.8% | $172,739+5.7% | $152,861+19.4% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.4%-40.8pp |
| Annual return | 17.48% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,064 | $5,856-81.8% | $5,143-79.3% | $4,762-77.7% |
| Participant deferral / active EE | $3,130 | $5,948-47.4% | $5,198-39.8% | $5,850-46.5% |
| Admin fee / account holder | $1,824 | $17,109-89.3% | $13,954-86.9% | $11,596-84.3% |