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 7-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 | $115,012 | $185,200-37.9% | $142,863-19.5% | $167,490-31.3% |
| Participation rate | 25.0% | 78.4%-53.4pp | 71.9%-46.9pp | 82.1%-57.1pp |
| Annual return | 32.26% | 8555.70%-8523.4pp | 5637.54%-5605.3pp | 478.56%-446.3pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,930 | $4,494+9.7% | $3,837+28.5% | $6,341-22.3% |
| Admin fee / account holder | $549 | $8,031-93.2% | $6,560-91.6% | $12,309-95.5% |