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 4-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.
Participant 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 | $34,661 | $102,382-66.1% | $147,005-76.4% | $80,874-57.1% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.2%-30.9pp | 67.6%-16.4pp |
| Annual return | 697.06% | 134.89%+562.2pp | 418.76%+278.3pp | 35.62%+661.4pp |
| Employer contribution / active EE | $912 | $3,715-75.4% | $4,934-81.5% | $2,756-66.9% |
| Participant deferral / active EE | $2,247 | $6,646-66.2% | $8,070-72.2% | $4,297-47.7% |
| Admin fee / account holder | $1,989 | $7,942-75.0% | $13,006-84.7% | $6,935-71.3% |