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 8-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 | $41,535 | $40,385+2.8% | $80,569-48.4% | $74,419-44.2% |
| Participation rate | 11.3% | 47.4%-36.2pp | 67.0%-55.7pp | 70.7%-59.5pp |
| Annual return | 18.23% | 164.85%-146.6pp | 935.43%-917.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $93 | $1,496-93.8% | $2,723-96.6% | $2,637-96.5% |
| Participant deferral / active EE | $604 | $2,674-77.4% | $4,447-86.4% | $4,528-86.7% |
| Admin fee / account holder | $5,522 | $720+667.1% | $5,377+2.7% | $348+1487.4% |