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 | $138,569 | $138,044+0.4% | $125,339+10.6% | $134,475+3.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.84% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $477 | $5,243-90.9% | $4,814-90.1% | $4,740-89.9% |
| Participant deferral / active EE | $9,621 | $7,799+23.4% | $7,446+29.2% | $6,400+50.3% |
| Admin fee / account holder | $907 | $11,571-92.2% | $10,010-90.9% | $11,426-92.1% |