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 | $36,162 | $185,200-80.5% | $142,863-74.7% | $167,490-78.4% |
| Participation rate | 39.1% | 78.4%-39.3pp | 71.9%-32.8pp | 82.1%-43.0pp |
| Annual return | 13.59% | 8555.70%-8542.1pp | 5637.54%-5624.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,624 | $4,494-41.6% | $3,837-31.6% | $6,341-58.6% |
| Admin fee / account holder | $7,191 | $8,031-10.5% | $6,560+9.6% | $12,309-41.6% |