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 | $107,853 | $149,040-27.6% | $120,225-10.3% | $137,256-21.4% |
| Participation rate | 30.0% | 75.4%-45.4pp | 69.6%-39.6pp | 80.0%-50.0pp |
| Annual return | 15.15% | 605.68%-590.5pp | 439.23%-424.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,309 | $4,655-28.9% | $3,999-17.3% | $6,407-48.4% |
| Admin fee / account holder | $1,758 | $6,348-72.3% | $5,696-69.1% | $12,270-85.7% |