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 | $46,561 | $66,716-30.2% | $89,391-47.9% | - |
| Participation rate | 22.2% | 51.0%-28.8pp | 68.0%-45.8pp | - |
| Annual return | 54.99% | 11.84%+43.2pp | 245.62%-190.6pp | - |
| Employer contribution / active EE | $731 | $1,699-57.0% | $2,586-71.7% | - |
| Participant deferral / active EE | $1,821 | $2,001-9.0% | $3,890-53.2% | - |
| Admin fee / account holder | $5,763 | $7,082-18.6% | $4,881+18.1% | - |