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 | $61,009 | $202,318-69.8% | $172,739-64.7% | $152,861-60.1% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 33.98% | 1029.65%-995.7pp | 802.84%-768.9pp | 345.32%-311.3pp |
| Employer contribution / active EE | $957 | $5,856-83.7% | $5,143-81.4% | $4,762-79.9% |
| Participant deferral / active EE | $2,386 | $5,948-59.9% | $5,198-54.1% | $5,850-59.2% |
| Admin fee / account holder | $3,826 | $17,109-77.6% | $13,954-72.6% | $11,596-67.0% |