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 | $150,141 | $104,907+43.1% | $84,611+77.4% | $152,861-1.8% |
| Participation rate | 69.6% | 74.8%-5.3pp | 68.2%+1.3pp | 82.4%-12.9pp |
| Annual return | 19.64% | 373.79%-354.1pp | 258.74%-239.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $160 | $3,302-95.2% | $2,652-94.0% | $4,762-96.6% |
| Participant deferral / active EE | $4,813 | $4,688+2.7% | $3,899+23.4% | $5,850-17.7% |
| Admin fee / account holder | $374 | $6,241-94.0% | $4,912-92.4% | $11,596-96.8% |