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 | $140,927 | $168,632-16.4% | $147,614-4.5% | $125,391+12.4% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | 40.82% | 77.65%-36.8pp | 61.98%-21.2pp | 282.22%-241.4pp |
| Employer contribution / active EE | $1,012 | $6,252-83.8% | $5,564-81.8% | $4,866-79.2% |
| Participant deferral / active EE | $2,331 | $5,507-57.7% | $4,895-52.4% | $5,352-56.4% |
| Admin fee / account holder | $585 | $13,580-95.7% | $11,611-95.0% | $9,540-93.9% |