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.
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 | $11,318 | $51,638-78.1% | $68,368-83.4% | $82,448-86.3% |
| Participation rate | 22.4% | 63.6%-41.2pp | 73.8%-51.4pp | 68.1%-45.7pp |
| Annual return | 86.99% | 37.53%+49.5pp | 292.57%-205.6pp | 41.64%+45.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $889 | $2,914-69.5% | $4,123-78.4% | $4,139-78.5% |
| Admin fee / account holder | $417 | $4,643-91.0% | $5,150-91.9% | $7,234-94.2% |