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 | $105,543 | $72,400+45.8% | $67,502+56.4% | $145,922-27.7% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 18.65% | 7182.46%-7163.8pp | 3512.12%-3493.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $10 | $3,069-99.7% | $2,731-99.6% | $4,660-99.8% |
| Participant deferral / active EE | $2,782 | $4,783-41.8% | $4,000-30.4% | $6,688-58.4% |
| Admin fee / account holder | $4,030 | $5,539-27.2% | $3,998+0.8% | $13,397-69.9% |