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 4-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 | $54,362 | $74,927-27.4% | $101,794-46.6% | $84,808-35.9% |
| Participation rate | 13.8% | 61.4%-47.6pp | 69.2%-55.4pp | 68.3%-54.5pp |
| Annual return | 14.82% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $302 | $1,522-80.2% | $2,289-86.8% | $2,631-88.5% |
| Participant deferral / active EE | $1,628 | $3,099-47.5% | $4,084-60.1% | $4,212-61.3% |
| Admin fee / account holder | $1,569 | $6,514-75.9% | $8,777-82.1% | $7,344-78.6% |