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 | $37,630 | $88,751-57.6% | $81,812-54.0% | $145,922-74.2% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.3%-13.5pp | 80.3%-21.5pp |
| Annual return | 12.15% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,318 | $4,643-7.0% | $4,3190% | $6,688-35.4% |
| Admin fee / account holder | $2,903 | $8,415-65.5% | $7,386-60.7% | $13,397-78.3% |