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 | $65,443 | $102,604-36.2% | $86,188-24.1% | $139,434-53.1% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.0%-42.9pp | 80.3%-54.2pp |
| Annual return | 9.67% | 1922.51%-1912.8pp | 1168.45%-1158.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $447 | $3,032-85.3% | $2,380-81.2% | $4,751-90.6% |
| Participant deferral / active EE | $3,354 | $4,676-28.3% | $3,985-15.8% | $6,710-50.0% |
| Admin fee / account holder | $319 | $8,657-96.3% | $6,852-95.3% | $11,403-97.2% |