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 | $60,539 | $118,680-49.0% | $98,907-38.8% | $158,922-61.9% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 15.83% | 372.35%-356.5pp | 196.43%-180.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $325 | $3,333-90.2% | $2,689-87.9% | $4,761-93.2% |
| Participant deferral / active EE | $1,301 | $5,088-74.4% | $4,244-69.3% | $5,982-78.2% |
| Admin fee / account holder | $336 | $10,131-96.7% | $6,642-94.9% | $11,246-97.0% |