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.
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 | $53,795 | $73,515-26.8% | $62,995-14.6% | $147,584-63.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 12.41% | 175.43%-163.0pp | 87.57%-75.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $50 | $4,185-98.8% | $3,329-98.5% | $5,439-99.1% |
| Admin fee / account holder | $4,372 | $5,953-26.6% | $3,600+21.4% | $10,885-59.8% |