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 | $173,485 | $97,757+77.5% | $83,848+106.9% | $135,375+28.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -2.95% | 1287.37%-1290.3pp | 850.88%-853.8pp | 519.73%-522.7pp |
| Employer contribution / active EE | $663 | $4,222-84.3% | $3,631-81.7% | $4,779-86.1% |
| Participant deferral / active EE | $4,989 | $4,682+6.5% | $4,082+22.2% | $5,609-11.1% |
| Admin fee / account holder | $77,206 | $6,674+1056.8% | $5,478+1309.3% | $10,827+613.1% |