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 | $43,226 | $65,409-33.9% | $98,442-56.1% | $85,850-49.6% |
| Participation rate | 31.3% | 65.0%-33.7pp | 73.3%-42.1pp | 69.3%-38.1pp |
| Annual return | 17.49% | 21.76%-4.3pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,028 | $3,166-67.5% | $4,276-76.0% | $3,952-74.0% |
| Admin fee / account holder | $1,138 | $4,593-75.2% | $5,949-80.9% | $6,260-81.8% |