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 | $9,211 | $92,703-90.1% | $82,719-88.9% | $134,475-93.2% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.0pp |
| Annual return | -14.78% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $177 | $3,274-94.6% | $3,009-94.1% | $4,740-96.3% |
| Participant deferral / active EE | $2,228 | $4,802-53.6% | $4,395-49.3% | $6,400-65.2% |
| Admin fee / account holder | $640 | $5,983-89.3% | $5,329-88.0% | $11,426-94.4% |