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 | $94,689 | $109,327-13.4% | $89,391+5.9% | $158,922-40.4% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.0%-37.2pp | 82.0%-51.2pp |
| Annual return | 23.04% | 345.68%-322.6pp | 245.62%-222.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,522 | $4,598-66.9% | $3,890-60.9% | $5,982-74.6% |
| Admin fee / account holder | $431 | $6,153-93.0% | $4,881-91.2% | $11,246-96.2% |