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.
Participant 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 | $174,904 | $162,781+7.4% | $133,956+30.6% | $158,922+10.1% |
| Participation rate | 14.3% | 83.2%-68.9pp | 79.8%-65.6pp | 82.0%-67.7pp |
| Annual return | 6148.52% | 41.94%+6106.6pp | 45.09%+6103.4pp | 302.83%+5845.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $567 | $5,911-90.4% | $5,048-88.8% | $5,982-90.5% |
| Admin fee / account holder | $365 | $11,736-96.9% | $8,927-95.9% | $11,246-96.8% |