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.
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 | $64,996 | $52,406+24.0% | $129,207-49.7% | $74,495-12.8% |
| Participation rate | 15.1% | 53.8%-38.7pp | 69.6%-54.5pp | 67.2%-52.1pp |
| Annual return | 15.57% | 15.66%-0.1pp | 9417.33%-9401.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $495 | $2,794-82.3% | $4,168-88.1% | $4,346-88.6% |
| Admin fee / account holder | $1,630 | $2,633-38.1% | $7,715-78.9% | $1,942-16.0% |