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 | $218,513 | $209,411+4.3% | $178,490+22.4% | $158,922+37.5% |
| Participation rate | 7.7% | 86.3%-78.7pp | 81.9%-74.2pp | 82.0%-74.3pp |
| Annual return | 33.11% | 188.75%-155.6pp | 151.07%-118.0pp | 302.83%-269.7pp |
| Employer contribution / active EE | $227 | $5,706-96.0% | $5,011-95.5% | $4,761-95.2% |
| Participant deferral / active EE | $2,846 | $5,954-52.2% | $5,202-45.3% | $5,982-52.4% |
| Admin fee / account holder | $2,139 | $17,074-87.5% | $13,984-84.7% | $11,246-81.0% |