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.
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 | $28,666 | $88,751-67.7% | $81,812-65.0% | $145,922-80.4% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.3%-31.2pp | 80.3%-39.1pp |
| Annual return | 12.31% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $581 | $3,083-81.2% | $2,912-80.1% | $4,660-87.5% |
| Participant deferral / active EE | $172 | $4,643-96.3% | $4,319-96.0% | $6,688-97.4% |
| Admin fee / account holder | $2,079 | $8,415-75.3% | $7,386-71.9% | $13,397-84.5% |