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 | $152,464 | $189,613-19.6% | $167,512-9.0% | $142,382+7.1% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 16.28% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $496 | $4,349-88.6% | $3,882-87.2% | $4,299-88.5% |
| Participant deferral / active EE | $2,953 | $6,981-57.7% | $6,405-53.9% | $6,507-54.6% |
| Admin fee / account holder | $559 | $10,528-94.7% | $9,769-94.3% | $12,624-95.6% |