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 | $112,877 | $171,865-34.3% | $149,718-24.6% | $147,584-23.5% |
| Participation rate | 55.0% | 88.2%-33.2pp | 87.1%-32.1pp | 82.8%-27.8pp |
| Annual return | 17.20% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,142 | $7,271-43.0% | $6,569-37.0% | $5,439-23.8% |
| Admin fee / account holder | $1,920 | $13,799-86.1% | $11,283-83.0% | $10,885-82.4% |