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 | $27,543 | $88,751-69.0% | $81,812-66.3% | $145,922-81.1% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.3%-10.4pp | 80.3%-18.4pp |
| Annual return | 26.46% | 1025.40%-998.9pp | 773.79%-747.3pp | 561.29%-534.8pp |
| Employer contribution / active EE | $32 | $3,083-99.0% | $2,912-98.9% | $4,660-99.3% |
| Participant deferral / active EE | $1,124 | $4,643-75.8% | $4,319-74.0% | $6,688-83.2% |
| Admin fee / account holder | $806 | $8,415-90.4% | $7,386-89.1% | $13,397-94.0% |