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 | $120,714 | $102,604+17.7% | $86,188+40.1% | $139,434-13.4% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 23.46% | 1922.51%-1899.1pp | 1168.45%-1145.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $97 | $3,032-96.8% | $2,380-95.9% | $4,751-98.0% |
| Participant deferral / active EE | $3,293 | $4,676-29.6% | $3,985-17.4% | $6,710-50.9% |
| Admin fee / account holder | $461 | $8,657-94.7% | $6,852-93.3% | $11,403-96.0% |