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 | $148,086 | $150,440-1.6% | $136,294+8.7% | $147,584+0.3% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 20.26% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $387 | $5,256-92.6% | $4,695-91.8% | $4,876-92.1% |
| Participant deferral / active EE | $3,585 | $6,630-45.9% | $6,247-42.6% | $5,439-34.1% |
| Admin fee / account holder | $2,042 | $10,905-81.3% | $9,243-77.9% | $10,885-81.2% |