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 | $57,703 | $202,318-71.5% | $172,739-66.6% | $152,861-62.3% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.4%-65.8pp |
| Annual return | 25.20% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $425 | $5,856-92.7% | $5,143-91.7% | $4,762-91.1% |
| Participant deferral / active EE | $2,779 | $5,948-53.3% | $5,198-46.5% | $5,850-52.5% |
| Admin fee / account holder | $630 | $17,109-96.3% | $13,954-95.5% | $11,596-94.6% |