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 6-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 | $29,183 | $49,173-40.7% | $121,098-75.9% | $75,163-61.2% |
| Participation rate | 47.7% | 55.4%-7.7pp | 69.5%-21.8pp | 67.2%-19.5pp |
| Annual return | 19.66% | 55.99%-36.3pp | 985.75%-966.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,245 | $2,628-52.6% | $4,080-69.5% | $4,125-69.8% |
| Admin fee / account holder | $8,568 | $3,942+117.4% | $5,644+51.8% | $5,651+51.6% |