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 | $79,377 | $202,318-60.8% | $172,739-54.0% | $152,861-48.1% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.4%-35.4pp |
| Annual return | 42.80% | 1029.65%-986.9pp | 802.84%-760.0pp | 345.32%-302.5pp |
| Employer contribution / active EE | $943 | $5,856-83.9% | $5,143-81.7% | $4,762-80.2% |
| Participant deferral / active EE | $3,169 | $5,948-46.7% | $5,198-39.0% | $5,850-45.8% |
| Admin fee / account holder | $653 | $17,109-96.2% | $13,954-95.3% | $11,596-94.4% |