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 | $133,816 | $209,411-36.1% | $178,490-25.0% | $158,922-15.8% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 20.10% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $961 | $5,706-83.2% | $5,011-80.8% | $4,761-79.8% |
| Participant deferral / active EE | $4,083 | $5,954-31.4% | $5,202-21.5% | $5,982-31.7% |
| Admin fee / account holder | $1,482 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |