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 9-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 | $125,505 | $101,069+24.2% | $81,478+54.0% | $147,584-15.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 19.18% | 32.40%-13.2pp | 38.78%-19.6pp | 578.55%-559.4pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,072 | $4,242-27.6% | $3,537-13.2% | $5,439-43.5% |
| Admin fee / account holder | $2,964 | $5,812-49.0% | $4,561-35.0% | $10,885-72.8% |