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 | $236,990 | $183,963+28.8% | $162,163+46.1% | $152,861+55.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 22.02% | 150.76%-128.7pp | 115.59%-93.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,357 | $6,371-78.7% | $5,614-75.8% | $4,762-71.5% |
| Participant deferral / active EE | $7,352 | $8,034-8.5% | $7,298+0.7% | $5,850+25.7% |
| Admin fee / account holder | $364 | $13,121-97.2% | $10,843-96.6% | $11,596-96.9% |