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 6-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 | $36,855 | $210,648-82.5% | $177,989-79.3% | $145,922-74.7% |
| Participation rate | 58.8% | 80.8%-21.9pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 13.44% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,631 | $6,958-62.2% | $6,276-58.1% | $6,688-60.7% |
| Admin fee / account holder | $568 | $12,013-95.3% | $10,363-94.5% | $13,397-95.8% |