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 | $141,193 | $202,318-30.2% | $172,739-18.3% | $152,861-7.6% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 24.48% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $7 | $5,856-99.9% | $5,143-99.9% | $4,762-99.9% |
| Participant deferral / active EE | $4,370 | $5,948-26.5% | $5,198-15.9% | $5,850-25.3% |
| Admin fee / account holder | $2,174 | $17,109-87.3% | $13,954-84.4% | $11,596-81.3% |