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 | $48,198 | $70,587-31.7% | $124,672-61.3% | $85,850-43.9% |
| Participation rate | 39.0% | 64.4%-25.4pp | 74.6%-35.6pp | 69.3%-30.3pp |
| Annual return | 14.11% | 20688.83%-20674.7pp | 5142.93%-5128.8pp | 318.53%-304.4pp |
| Employer contribution / active EE | $225 | $1,913-88.2% | $3,324-93.2% | $2,565-91.2% |
| Participant deferral / active EE | $1,174 | $2,969-60.4% | $4,614-74.5% | $3,952-70.3% |
| Admin fee / account holder | $8,154 | $5,282+54.4% | $7,493+8.8% | $6,260+30.3% |