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 | $50,439 | $30,400+65.9% | $53,898-6.4% | $84,808-40.5% |
| Participation rate | 20.9% | 46.4%-25.5pp | 55.0%-34.1pp | 68.3%-47.4pp |
| Annual return | 14.44% | 500.19%-485.7pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $416 | $1,199-65.3% | $1,826-77.2% | $4,212-90.1% |
| Admin fee / account holder | $4,258 | $1,993+113.6% | $2,491+71.0% | $7,344-42.0% |