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 | $163,497 | $126,519+29.2% | $106,201+54.0% | $145,959+12.0% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 33.49% | 225.10%-191.6pp | 116.26%-82.8pp | 561.95%-528.5pp |
| Employer contribution / active EE | $545 | $3,726-85.4% | $3,170-82.8% | $4,661-88.3% |
| Participant deferral / active EE | $2,946 | $5,716-48.5% | $5,012-41.2% | $6,689-56.0% |
| Admin fee / account holder | $33,071 | $17,312+91.0% | $11,039+199.6% | $13,398+146.8% |