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 | $72,405 | $180,449-59.9% | $154,107-53.0% | $135,375-46.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -5.36% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,067 | $6,035-82.3% | $5,298-79.9% | $4,779-77.7% |
| Participant deferral / active EE | $4,239 | $5,806-27.0% | $5,081-16.6% | $5,609-24.4% |
| Admin fee / account holder | $1,873 | $16,143-88.4% | $13,411-86.0% | $10,827-82.7% |