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 | $37,607 | $106,543-64.7% | $91,220-58.8% | $134,475-72.0% |
| Participation rate | 61.5% | 76.8%-15.3pp | 73.2%-11.7pp | 81.2%-19.7pp |
| Annual return | -15.55% | 160.60%-176.1pp | 114.01%-129.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,365 | $4,719-28.7% | $4,234-20.5% | $6,400-47.4% |
| Admin fee / account holder | $2,889 | $6,231-53.6% | $5,420-46.7% | $11,426-74.7% |