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 | $143,746 | $203,436-29.3% | $152,466-5.7% | $167,490-14.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.2%-11.5pp | 82.1%-15.4pp |
| Annual return | 11.26% | 13.80%-2.5pp | 757.33%-746.1pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,519 | $5,220-70.9% | $4,327-64.9% | $4,837-68.6% |
| Participant deferral / active EE | $2,220 | $6,716-66.9% | $5,820-61.9% | $6,341-65.0% |
| Admin fee / account holder | $57,112 | $22,506+153.8% | $15,805+261.3% | $12,309+364.0% |