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 7-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 | $49,090 | $77,896-37.0% | $134,172-63.4% | $82,448-40.5% |
| Participation rate | 25.0% | 62.8%-37.8pp | 72.5%-47.5pp | 68.1%-43.1pp |
| Annual return | 17.25% | 18.21%-1.0pp | 25.30%-8.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $417 | $2,159-80.7% | $3,420-87.8% | $2,551-83.7% |
| Participant deferral / active EE | $2,028 | $3,162-35.9% | $4,690-56.8% | $4,139-51.0% |
| Admin fee / account holder | $618 | $6,336-90.2% | $12,016-94.9% | $7,234-91.5% |