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 | $67,317 | $60,323+11.6% | $81,812-17.7% | $74,495-9.6% |
| Participation rate | 31.2% | 62.9%-31.6pp | 72.3%-41.1pp | 67.2%-36.0pp |
| Annual return | 12.37% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $336 | $2,620-87.2% | $2,912-88.5% | $2,623-87.2% |
| Participant deferral / active EE | $1,804 | $3,387-46.8% | $4,319-58.2% | $4,346-58.5% |
| Admin fee / account holder | $10,791 | $1,486+626.2% | $7,386+46.1% | $1,942+455.7% |