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 | $92,616 | $81,632+13.5% | $70,449+31.5% | $158,922-41.7% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 19.04% | 208.40%-189.4pp | 109.03%-90.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $248 | $3,217-92.3% | $2,737-90.9% | $4,761-94.8% |
| Participant deferral / active EE | $2,311 | $4,554-49.2% | $3,709-37.7% | $5,982-61.4% |
| Admin fee / account holder | $623 | $6,193-89.9% | $3,845-83.8% | $11,246-94.5% |