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 3-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 | $26,331 | $165,984-84.1% | $164,813-84.0% | $145,922-82.0% |
| Participation rate | 26.7% | 82.0%-55.3pp | 78.6%-51.9pp | 80.3%-53.6pp |
| Annual return | 22.38% | 100.03%-77.7pp | 69.93%-47.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $385 | $5,273-92.7% | $4,341-91.1% | $4,660-91.7% |
| Participant deferral / active EE | $2,154 | $6,959-69.0% | $6,031-64.3% | $6,688-67.8% |
| Admin fee / account holder | $970 | $16,648-94.2% | $12,690-92.4% | $13,397-92.8% |