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 | $35,341 | $150,440-76.5% | $136,294-74.1% | $147,584-76.1% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 10.67% | 1049.08%-1038.4pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $625 | $5,256-88.1% | $4,695-86.7% | $4,876-87.2% |
| Participant deferral / active EE | $6,250 | $6,630-5.7% | $6,247+0.1% | $5,439+14.9% |
| Admin fee / account holder | $2,528 | $10,905-76.8% | $9,243-72.7% | $10,885-76.8% |