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 | $108,125 | $49,922+116.6% | $80,569+34.2% | $75,163+43.9% |
| Participation rate | 52.6% | 55.3%-2.7pp | 67.0%-14.4pp | 67.2%-14.6pp |
| Annual return | 19.83% | 34.69%-14.9pp | 935.43%-915.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,238 | $2,990-58.6% | $4,447-72.2% | $4,125-70.0% |
| Admin fee / account holder | $13,569 | $3,577+279.3% | $5,377+152.3% | $5,651+140.1% |