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 | $106,530 | $150,440-29.2% | $136,294-21.8% | $147,584-27.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 15.36% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $883 | $5,256-83.2% | $4,695-81.2% | $4,876-81.9% |
| Participant deferral / active EE | $3,012 | $6,630-54.6% | $6,247-51.8% | $5,439-44.6% |
| Admin fee / account holder | $761 | $10,905-93.0% | $9,243-91.8% | $10,885-93.0% |