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 | $113,068 | $102,317+10.5% | $146,958-23.1% | $80,856+39.8% |
| Participation rate | 56.6% | 75.8%-19.2pp | 82.2%-25.6pp | 67.6%-11.0pp |
| Annual return | 18.23% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $298 | $3,713-92.0% | $4,933-94.0% | $2,755-89.2% |
| Participant deferral / active EE | $2,980 | $6,644-55.2% | $8,070-63.1% | $4,296-30.6% |
| Admin fee / account holder | $2,761 | $7,941-65.2% | $12,998-78.8% | $6,918-60.1% |