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 | $34,594 | $73,515-52.9% | $62,995-45.1% | $147,584-76.6% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 12.98% | 175.43%-162.4pp | 87.57%-74.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $176 | $3,320-94.7% | $2,759-93.6% | $4,876-96.4% |
| Participant deferral / active EE | $1,105 | $4,185-73.6% | $3,329-66.8% | $5,439-79.7% |
| Admin fee / account holder | $1,231 | $5,953-79.3% | $3,600-65.8% | $10,885-88.7% |