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 | $20,605 | $64,839-68.2% | $95,585-78.4% | $84,808-75.7% |
| Participation rate | 25.7% | 63.8%-38.1pp | 72.1%-46.4pp | 68.3%-42.6pp |
| Annual return | 15.50% | -670.96%+686.5pp | 38.56%-23.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $145 | $1,759-91.7% | $2,527-94.2% | $2,631-94.5% |
| Participant deferral / active EE | $1,192 | $2,965-59.8% | $4,023-70.4% | $4,212-71.7% |
| Admin fee / account holder | $1,488 | $5,964-75.1% | $6,127-75.7% | $7,344-79.7% |