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 | $34,708 | $96,305-64.0% | $80,569-56.9% | $139,434-75.1% |
| Participation rate | 64.3% | 73.6%-9.3pp | 67.0%-2.7pp | 80.3%-16.0pp |
| Annual return | 27.39% | 1350.08%-1322.7pp | 935.43%-908.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,606 | $5,232+7.2% | $4,447+26.1% | $6,710-16.4% |
| Admin fee / account holder | $662 | $6,599-90.0% | $5,377-87.7% | $11,403-94.2% |