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 | $42,692 | $106,890-60.1% | $84,015-49.2% | $152,861-72.1% |
| Participation rate | 42.1% | 75.2%-33.1pp | 69.0%-26.9pp | 82.4%-40.3pp |
| Annual return | 26.49% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,020 | $4,011-74.6% | $3,239-68.5% | $5,850-82.6% |
| Admin fee / account holder | $577 | $8,285-93.0% | $6,101-90.5% | $11,596-95.0% |