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 | $129,933 | $96,305+34.9% | $80,569+61.3% | $139,434-6.8% |
| Participation rate | 64.7% | 73.6%-8.9pp | 67.0%-2.3pp | 80.3%-15.6pp |
| Annual return | 16.71% | 1350.08%-1333.4pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $304 | $3,262-90.7% | $2,723-88.8% | $4,751-93.6% |
| Participant deferral / active EE | $8,822 | $5,232+68.6% | $4,447+98.4% | $6,710+31.5% |
| Admin fee / account holder | $520 | $6,599-92.1% | $5,377-90.3% | $11,403-95.4% |