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 | $91,105 | $84,695+7.6% | $73,843+23.4% | $125,391-27.3% |
| Participation rate | 47.4% | 76.8%-29.4pp | 73.4%-26.1pp | 83.2%-35.8pp |
| Annual return | 1.05% | 3123.53%-3122.5pp | 2267.84%-2266.8pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,474 | $3,992-13.0% | $3,583-3.1% | $5,352-35.1% |
| Admin fee / account holder | $1,095 | $5,691-80.8% | $4,880-77.6% | $9,540-88.5% |