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 | $77,490 | $198,466-61.0% | $170,442-54.5% | $147,584-47.5% |
| Participation rate | 11.1% | 88.0%-76.9pp | 83.6%-72.5pp | 82.8%-71.7pp |
| Annual return | 41.22% | 257.29%-216.1pp | 205.93%-164.7pp | 578.55%-537.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,667 | $5,629-52.6% | $4,939-46.0% | $5,439-51.0% |
| Admin fee / account holder | $127,538 | $16,852+656.8% | $13,880+818.8% | $10,885+1071.7% |