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 | $54,789 | $81,632-32.9% | $70,449-22.2% | $158,922-65.5% |
| Participation rate | 68.4% | 77.7%-9.3pp | 75.1%-6.6pp | 82.0%-13.5pp |
| Annual return | 14.89% | 208.40%-193.5pp | 109.03%-94.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $277 | $3,217-91.4% | $2,737-89.9% | $4,761-94.2% |
| Participant deferral / active EE | $2,613 | $4,554-42.6% | $3,709-29.5% | $5,982-56.3% |
| Admin fee / account holder | $1,273 | $6,193-79.4% | $3,845-66.9% | $11,246-88.7% |