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 | $28,325 | $90,320-68.6% | $59,496-52.4% | $125,391-77.4% |
| Participation rate | 52.6% | 68.3%-15.7pp | 54.6%-1.9pp | 83.2%-30.6pp |
| Annual return | -2.66% | 369.13%-371.8pp | 182.05%-184.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $258 | $2,716-90.5% | $1,829-85.9% | $5,352-95.2% |
| Admin fee / account holder | $1,982 | $3,063-35.3% | $2,232-11.2% | $9,540-79.2% |