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 7-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 | $19,158 | $65,365-70.7% | $92,893-79.4% | $72,985-73.8% |
| Participation rate | 19.4% | 68.3%-48.9pp | 76.0%-56.6pp | 69.5%-50.0pp |
| Annual return | 392.44% | 42.10%+350.3pp | 109.41%+283.0pp | 81.00%+311.4pp |
| Employer contribution / active EE | $897 | $2,594-65.4% | $3,653-75.4% | $2,440-63.2% |
| Participant deferral / active EE | $791 | $3,128-74.7% | $4,236-81.3% | $3,607-78.1% |
| Admin fee / account holder | $5,492 | $4,251+29.2% | $5,794-5.2% | $5,124+7.2% |