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 9-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 | $18,506 | $210,648-91.2% | $177,989-89.6% | $145,922-87.3% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 13.46% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $307 | $4,565-93.3% | $3,949-92.2% | $4,660-93.4% |
| Participant deferral / active EE | $1,910 | $6,958-72.5% | $6,276-69.6% | $6,688-71.4% |
| Admin fee / account holder | $3,619 | $12,013-69.9% | $10,363-65.1% | $13,397-73.0% |