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 | $68,637 | $105,998-35.2% | $92,233-25.6% | $147,584-53.5% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 11.38% | 50.05%-38.7pp | 176.28%-164.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $7,997 | $4,333+84.6% | $3,679+117.3% | $4,876+64.0% |
| Participant deferral / active EE | $588 | $4,478-86.9% | $3,897-84.9% | $5,439-89.2% |
| Admin fee / account holder | $6,500 | $6,332+2.6% | $5,194+25.2% | $10,885-40.3% |