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 | $41,396 | $96,635-57.2% | $86,612-52.2% | $139,434-70.3% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 14.53% | 106.41%-91.9pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $231 | $3,263-92.9% | $3,022-92.4% | $4,751-95.1% |
| Participant deferral / active EE | $1,783 | $4,836-63.1% | $4,438-59.8% | $6,710-73.4% |
| Admin fee / account holder | $1,731 | $6,408-73.0% | $5,614-69.2% | $11,403-84.8% |