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 | $153,283 | $70,587+117.2% | $124,672+22.9% | $85,850+78.5% |
| Participation rate | 28.0% | 64.4%-36.4pp | 74.6%-46.6pp | 69.3%-41.3pp |
| Annual return | 22.95% | 20688.83%-20665.9pp | 5142.93%-5120.0pp | 318.53%-295.6pp |
| Employer contribution / active EE | $460 | $1,913-75.9% | $3,324-86.1% | $2,565-82.0% |
| Participant deferral / active EE | $3,366 | $2,969+13.4% | $4,614-27.0% | $3,952-14.8% |
| Admin fee / account holder | $4,357 | $5,282-17.5% | $7,493-41.9% | $6,260-30.4% |