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 | $27,930 | $107,934-74.1% | $91,989-69.6% | $152,861-81.7% |
| Participation rate | 42.9% | 81.2%-38.3pp | 78.6%-35.8pp | 82.4%-39.6pp |
| Annual return | 22.50% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $253 | $4,210-94.0% | $3,452-92.7% | $4,762-94.7% |
| Participant deferral / active EE | $2,860 | $6,364-55.1% | $5,923-51.7% | $5,850-51.1% |
| Admin fee / account holder | $703 | $10,520-93.3% | $7,743-90.9% | $11,596-93.9% |