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 | $46,594 | $150,440-69.0% | $136,294-65.8% | $147,584-68.4% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 20.59% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $681 | $5,256-87.0% | $4,695-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $6,436 | $6,630-2.9% | $6,247+3.0% | $5,439+18.3% |
| Admin fee / account holder | $2,786 | $10,905-74.5% | $9,243-69.9% | $10,885-74.4% |