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 | $49,730 | $112,096-55.6% | $95,952-48.2% | $158,922-68.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 16.01% | 171.09%-155.1pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $453 | $3,198-85.8% | $2,541-82.2% | $4,761-90.5% |
| Participant deferral / active EE | $2,853 | $4,784-40.4% | $4,167-31.5% | $5,982-52.3% |
| Admin fee / account holder | $349 | $10,130-96.6% | $6,795-94.9% | $11,246-96.9% |