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 9-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 | $217,987 | $96,305+126.3% | $80,569+170.6% | $139,434+56.3% |
| Participation rate | 18.2% | 73.6%-55.4pp | 67.0%-48.8pp | 80.3%-62.1pp |
| Annual return | 11.68% | 1350.08%-1338.4pp | 935.43%-923.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $189 | $3,262-94.2% | $2,723-93.1% | $4,751-96.0% |
| Participant deferral / active EE | $3,782 | $5,232-27.7% | $4,447-15.0% | $6,710-43.6% |
| Admin fee / account holder | $3,861 | $6,599-41.5% | $5,377-28.2% | $11,403-66.1% |