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 | $50,204 | $85,202-41.1% | $172,739-70.9% | $72,985-31.2% |
| Participation rate | 29.0% | 70.1%-41.0pp | 82.6%-53.6pp | 69.5%-40.5pp |
| Annual return | 17.84% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,975 | $3,260-39.4% | $5,198-62.0% | $3,607-45.2% |
| Admin fee / account holder | $2,183 | $5,884-62.9% | $13,954-84.4% | $5,124-57.4% |