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.
Participant 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 | $55,183 | $69,362-20.4% | $101,248-45.5% | $73,488-24.9% |
| Participation rate | 1.0% | 68.4%-67.4pp | 75.8%-74.8pp | 70.7%-69.7pp |
| Annual return | 399.34% | 18.46%+380.9pp | 46.47%+352.9pp | 28.51%+370.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10 | $3,300-99.7% | $4,370-99.8% | $3,740-99.7% |
| Admin fee / account holder | $16,224 | $704+2206.0% | $5,945+172.9% | $513+3062.2% |