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 | $50,104 | $148,534-66.3% | $135,903-63.1% | $139,434-64.1% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 45.42% | 79.19%-33.8pp | 68.23%-22.8pp | 372.94%-327.5pp |
| Employer contribution / active EE | $921 | $5,243-82.4% | $4,856-81.0% | $4,751-80.6% |
| Participant deferral / active EE | $2,551 | $8,100-68.5% | $7,758-67.1% | $6,710-62.0% |
| Admin fee / account holder | $529 | $12,400-95.7% | $10,762-95.1% | $11,403-95.4% |