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 | $36,212 | $138,065-73.8% | $123,544-70.7% | $135,375-73.3% |
| Participation rate | 31.8% | 84.7%-52.9pp | 82.3%-50.5pp | 82.6%-50.8pp |
| Annual return | -3.65% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $162 | $5,151-96.9% | $4,628-96.5% | $4,779-96.6% |
| Participant deferral / active EE | $2,240 | $6,799-67.0% | $6,426-65.1% | $5,609-60.1% |
| Admin fee / account holder | $18,791 | $10,916+72.1% | $9,284+102.4% | $10,827+73.6% |