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 10-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 | $40,527 | $78,705-48.5% | $117,854-65.6% | $70,131-42.2% |
| Participation rate | 43.6% | 73.2%-29.6pp | 79.7%-36.0pp | 69.5%-25.9pp |
| Annual return | 19.65% | 23.30%-3.6pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $130 | $2,223-94.2% | $3,786-96.6% | $2,342-94.5% |
| Participant deferral / active EE | $1,615 | $3,297-51.0% | $4,482-64.0% | $3,332-51.5% |
| Admin fee / account holder | $8,151 | $5,065+60.9% | $8,020+1.6% | $4,645+75.5% |