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 | $57,311 | $209,411-72.6% | $178,490-67.9% | $158,922-63.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 72.55% | 188.75%-116.2pp | 151.07%-78.5pp | 302.83%-230.3pp |
| Employer contribution / active EE | $588 | $5,706-89.7% | $5,011-88.3% | $4,761-87.6% |
| Participant deferral / active EE | $3,379 | $5,954-43.2% | $5,202-35.0% | $5,982-43.5% |
| Admin fee / account holder | $3,132 | $17,074-81.7% | $13,984-77.6% | $11,246-72.1% |