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 7-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 | $87,440 | $202,318-56.8% | $172,739-49.4% | $152,861-42.8% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.4%-25.9pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $401 | $5,856-93.2% | $5,143-92.2% | $4,762-91.6% |
| Participant deferral / active EE | $2,356 | $5,948-60.4% | $5,198-54.7% | $5,850-59.7% |
| Admin fee / account holder | $359 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |