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 | $99,094 | $135,635-26.9% | $110,238-10.1% | $135,375-26.8% |
| Participation rate | 55.0% | 83.5%-28.5pp | 79.8%-24.8pp | 82.6%-27.6pp |
| Annual return | -2.74% | 513.19%-515.9pp | 314.74%-317.5pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,741 | $5,506-50.2% | $4,672-41.3% | $5,609-51.1% |
| Admin fee / account holder | $3,316 | $11,457-71.1% | $8,547-61.2% | $10,827-69.4% |