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 | $51,570 | $144,119-64.2% | $117,854-56.2% | $147,584-65.1% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 10.95% | 531.15%-520.2pp | 335.08%-324.1pp | 578.55%-567.6pp |
| Employer contribution / active EE | $683 | $4,896-86.1% | $3,786-82.0% | $4,876-86.0% |
| Participant deferral / active EE | $4,743 | $5,316-10.8% | $4,482+5.8% | $5,439-12.8% |
| Admin fee / account holder | $1,498 | $10,886-86.2% | $8,020-81.3% | $10,885-86.2% |