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 | $82,177 | $106,890-23.1% | $84,015-2.2% | $152,861-46.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.4%-25.3pp |
| Annual return | 13.99% | 104.99%-91.0pp | 71.31%-57.3pp | 345.32%-331.3pp |
| Employer contribution / active EE | $315 | $2,734-88.5% | $1,983-84.1% | $4,762-93.4% |
| Participant deferral / active EE | $1,213 | $4,011-69.8% | $3,239-62.5% | $5,850-79.3% |
| Admin fee / account holder | $36,339 | $8,285+338.6% | $6,101+495.7% | $11,596+213.4% |