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 8-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 | $112,393 | $34,934+221.7% | $56,411+99.2% | $74,495+50.9% |
| Participation rate | 1.7% | 32.8%-31.1pp | 52.5%-50.7pp | 67.2%-65.5pp |
| Annual return | 11.30% | 25.94%-14.6pp | 1701.33%-1690.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $34 | $609-94.4% | $1,039-96.7% | $2,623-98.7% |
| Participant deferral / active EE | $264 | $1,170-77.4% | $1,952-86.5% | $4,346-93.9% |
| Admin fee / account holder | $8,355 | $2,364+253.5% | $2,829+195.4% | $1,942+330.3% |