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 | $248,619 | $171,865+44.7% | $149,718+66.1% | $147,584+68.5% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 10.97% | 2113.22%-2102.2pp | 1501.63%-1490.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,540 | $7,271+17.5% | $6,569+30.0% | $5,439+57.0% |
| Admin fee / account holder | $7,540 | $13,799-45.4% | $11,283-33.2% | $10,885-30.7% |