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 | $51,467 | $60,124-14.4% | $90,404-43.1% | $79,858-35.6% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 36.47% | 71.94%-35.5pp | 1293.02%-1256.5pp | 31.71%+4.8pp |
| Employer contribution / active EE | $130 | $2,068-93.7% | $3,262-96.0% | $2,471-94.7% |
| Participant deferral / active EE | $1,784 | $2,938-39.3% | $3,963-55.0% | $3,740-52.3% |
| Admin fee / account holder | $356 | $3,976-91.0% | $5,611-93.7% | $5,306-93.3% |