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 | $188,771 | $150,440+25.5% | $136,294+38.5% | $147,584+27.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.29% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $514 | $5,256-90.2% | $4,695-89.1% | $4,876-89.5% |
| Participant deferral / active EE | $4,225 | $6,630-36.3% | $6,247-32.4% | $5,439-22.3% |
| Admin fee / account holder | $12,312 | $10,905+12.9% | $9,243+33.2% | $10,885+13.1% |