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 9-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 | $59,192 | $88,751-33.3% | $81,812-27.6% | $145,922-59.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 10.37% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $337 | $3,083-89.1% | $2,912-88.4% | $4,660-92.8% |
| Participant deferral / active EE | $421 | $4,643-90.9% | $4,319-90.3% | $6,688-93.7% |
| Admin fee / account holder | $2,036 | $8,415-75.8% | $7,386-72.4% | $13,397-84.8% |