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 | $137,711 | $118,849+15.9% | $96,562+42.6% | $167,490-17.8% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 13.01% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.5pp |
| Employer contribution / active EE | $363 | $3,120-88.3% | $2,356-84.6% | $4,837-92.5% |
| Participant deferral / active EE | $3,107 | $4,616-32.7% | $3,849-19.3% | $6,341-51.0% |
| Admin fee / account holder | $11,567 | $8,065+43.4% | $6,181+87.1% | $12,309-6.0% |