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 | $55,163 | $183,963-70.0% | $162,163-66.0% | $152,861-63.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 28.37% | 150.76%-122.4pp | 115.59%-87.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,068 | $6,371-83.2% | $5,614-81.0% | $4,762-77.6% |
| Participant deferral / active EE | $6,258 | $8,034-22.1% | $7,298-14.2% | $5,850+7.0% |
| Admin fee / account holder | $4,691 | $13,121-64.3% | $10,843-56.7% | $11,596-59.6% |