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 | $70,126 | $150,440-53.4% | $136,294-48.5% | $147,584-52.5% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 16.41% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,139 | $6,630-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $2,178 | $10,905-80.0% | $9,243-76.4% | $10,885-80.0% |