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 | $28,026 | $104,486-73.2% | $76,817-63.5% | $152,861-81.7% |
| Participation rate | 59.1% | 76.6%-17.5pp | 72.1%-13.0pp | 82.4%-23.4pp |
| Annual return | 101.21% | 1013.37%-912.2pp | 1166.11%-1064.9pp | 345.32%-244.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,915 | $4,236+16.0% | $3,336+47.3% | $5,850-16.0% |
| Admin fee / account holder | $3,832 | $12,275-68.8% | $6,420-40.3% | $11,596-67.0% |