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 | $96,667 | $144,119-32.9% | $117,854-18.0% | $147,584-34.5% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 12.07% | 531.15%-519.1pp | 335.08%-323.0pp | 578.55%-566.5pp |
| Employer contribution / active EE | $427 | $4,896-91.3% | $3,786-88.7% | $4,876-91.2% |
| Participant deferral / active EE | $1,870 | $5,316-64.8% | $4,482-58.3% | $5,439-65.6% |
| Admin fee / account holder | $511 | $10,886-95.3% | $8,020-93.6% | $10,885-95.3% |