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 | $61,920 | $140,940-56.1% | $112,229-44.8% | $139,434-55.6% |
| Participation rate | 58.3% | 79.2%-20.9pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 94.11% | 32.71%+61.4pp | 30.20%+63.9pp | 372.94%-278.8pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,766 | $5,874+117.3% | $4,798+166.1% | $6,710+90.3% |
| Admin fee / account holder | $3,338 | $9,954-66.5% | $7,748-56.9% | $11,403-70.7% |