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 7-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 | $180,438 | $189,613-4.8% | $167,512+7.7% | $142,382+26.7% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 97.06% | 2024.68%-1927.6pp | 1615.79%-1518.7pp | 217.08%-120.0pp |
| Employer contribution / active EE | $741 | $4,349-83.0% | $3,882-80.9% | $4,299-82.8% |
| Participant deferral / active EE | $796 | $6,981-88.6% | $6,405-87.6% | $6,507-87.8% |
| Admin fee / account holder | $670 | $10,528-93.6% | $9,769-93.1% | $12,624-94.7% |