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 | $15,858 | $60,892-74.0% | $82,389-80.8% | $84,808-81.3% |
| Participation rate | 40.7% | 63.3%-22.5pp | 69.5%-28.8pp | 68.3%-27.6pp |
| Annual return | 16.73% | 37.29%-20.6pp | 28.67%-11.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $304 | $1,779-82.9% | $2,517-87.9% | $2,631-88.4% |
| Participant deferral / active EE | $1,427 | $3,179-55.1% | $4,155-65.7% | $4,212-66.1% |
| Admin fee / account holder | $2,449 | $5,467-55.2% | $7,231-66.1% | $7,344-66.6% |