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 4-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 | $204,761 | $189,613+8.0% | $167,512+22.2% | $142,382+43.8% |
| Participation rate | 4.3% | 80.1%-75.8pp | 77.1%-72.7pp | 80.1%-75.8pp |
| Annual return | 12.88% | 2024.68%-2011.8pp | 1615.79%-1602.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $135 | $4,349-96.9% | $3,882-96.5% | $4,299-96.8% |
| Participant deferral / active EE | $1,377 | $6,981-80.3% | $6,405-78.5% | $6,507-78.8% |
| Admin fee / account holder | $1,635 | $10,528-84.5% | $9,769-83.3% | $12,624-87.1% |