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 | $56,826 | $56,423+0.7% | $77,163-26.4% | $71,457-20.5% |
| Participation rate | 36.8% | 64.3%-27.5pp | 69.6%-32.8pp | 67.9%-31.1pp |
| Annual return | 19.68% | 19.05%+0.6pp | 37.87%-18.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $161 | $1,866-91.4% | $2,535-93.7% | $2,588-93.8% |
| Participant deferral / active EE | $1,352 | $3,142-57.0% | $3,833-64.7% | $4,289-68.5% |
| Admin fee / account holder | $3,683 | $1,429+157.8% | $5,472-32.7% | $1,587+132.0% |