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 | $46,845 | $135,635-65.5% | $110,238-57.5% | $135,375-65.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -7.15% | 513.19%-520.3pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $673 | $4,906-86.3% | $3,826-82.4% | $4,779-85.9% |
| Participant deferral / active EE | $5,118 | $5,506-7.1% | $4,672+9.5% | $5,609-8.8% |
| Admin fee / account holder | $451 | $11,457-96.1% | $8,547-94.7% | $10,827-95.8% |