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 5-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 | $36,267 | $96,305-62.3% | $80,569-55.0% | $139,434-74.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 23.05% | 1350.08%-1327.0pp | 935.43%-912.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $283 | $3,262-91.3% | $2,723-89.6% | $4,751-94.0% |
| Participant deferral / active EE | $5,814 | $5,232+11.1% | $4,447+30.7% | $6,710-13.4% |
| Admin fee / account holder | $348 | $6,599-94.7% | $5,377-93.5% | $11,403-96.9% |