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 9-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 | $44,577 | $30,400+46.6% | $53,898-17.3% | $84,808-47.4% |
| Participation rate | 11.1% | 46.4%-35.3pp | 55.0%-43.8pp | 68.3%-57.2pp |
| Annual return | 43.15% | 500.19%-457.0pp | 528.60%-485.5pp | 40.90%+2.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $595 | $1,199-50.3% | $1,826-67.4% | $4,212-85.9% |
| Admin fee / account holder | $20,143 | $1,993+910.5% | $2,491+708.7% | $7,344+174.3% |