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 | $146,593 | $209,832-30.1% | $189,513-22.6% | $167,490-12.5% |
| Participation rate | 58.3% | 88.7%-30.3pp | 87.8%-29.5pp | 82.1%-23.8pp |
| Annual return | 15.66% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,187 | $6,914-82.8% | $6,162-80.7% | $4,837-75.5% |
| Participant deferral / active EE | $7,429 | $8,935-16.9% | $8,221-9.6% | $6,341+17.2% |
| Admin fee / account holder | $6,962 | $14,293-51.3% | $12,045-42.2% | $12,309-43.4% |