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 6-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 | $89,631 | $70,669+26.8% | $169,368-47.1% | $75,163+19.2% |
| Participation rate | 58.9% | 64.8%-5.9pp | 77.1%-18.2pp | 67.2%-8.3pp |
| Annual return | 15.59% | 36.36%-20.8pp | 405.60%-390.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $291 | $2,211-86.9% | $4,013-92.8% | $2,670-89.1% |
| Participant deferral / active EE | $3,637 | $4,311-15.6% | $6,221-41.5% | $4,125-11.8% |
| Admin fee / account holder | $2,971 | $5,402-45.0% | $9,003-67.0% | $5,651-47.4% |