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 | $131,067 | $65,561+99.9% | $86,188+52.1% | $75,163+74.4% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 14.81% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $327 | $1,553-79.0% | $2,380-86.3% | $2,670-87.8% |
| Participant deferral / active EE | $2,451 | $3,024-18.9% | $3,985-38.5% | $4,125-40.6% |
| Admin fee / account holder | $5,659 | $5,474+3.4% | $6,852-17.4% | $5,651+0.1% |