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 | $30,985 | $83,902-63.1% | $167,512-81.5% | $84,808-63.5% |
| Participation rate | 51.8% | 66.5%-14.7pp | 77.1%-25.3pp | 68.3%-16.5pp |
| Annual return | 17.12% | 91.55%-74.4pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $342 | $2,264-84.9% | $3,882-91.2% | $2,631-87.0% |
| Participant deferral / active EE | $2,034 | $4,442-54.2% | $6,405-68.2% | $4,212-51.7% |
| Admin fee / account holder | $832 | $7,915-89.5% | $9,769-91.5% | $7,344-88.7% |