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 | $109,386 | $104,907+4.3% | $84,611+29.3% | $152,861-28.4% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.4%-82.4pp |
| Annual return | 29.47% | 373.79%-344.3pp | 258.74%-229.3pp | 345.32%-315.8pp |
| Employer contribution / active EE | $11 | $3,302-99.7% | $2,652-99.6% | $4,762-99.8% |
| Participant deferral / active EE | $5,440 | $4,688+16.1% | $3,899+39.5% | $5,850-7.0% |
| Admin fee / account holder | $1,361 | $6,241-78.2% | $4,912-72.3% | $11,596-88.3% |