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 | $88,624 | $54,517+62.6% | $75,972+16.7% | $74,495+19.0% |
| Participation rate | 33.9% | 60.3%-26.4pp | 69.1%-35.2pp | 67.2%-33.3pp |
| Annual return | 990.52% | 31.82%+958.7pp | 359.55%+631.0pp | 1364.94%-374.4pp |
| Employer contribution / active EE | $53 | $1,777-97.0% | $2,685-98.0% | $2,623-98.0% |
| Participant deferral / active EE | $2,350 | $3,066-23.3% | $4,255-44.8% | $4,346-45.9% |
| Admin fee / account holder | $375 | $2,229-83.2% | $6,467-94.2% | $1,942-80.7% |