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 5-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 | $6,775 | $54,705-87.6% | $71,209-90.5% | $84,808-92.0% |
| Participation rate | 48.0% | 64.1%-16.1pp | 73.8%-25.8pp | 68.3%-20.3pp |
| Annual return | 35.10% | 35.90%-0.8pp | 282.51%-247.4pp | 40.90%-5.8pp |
| Employer contribution / active EE | $238 | $2,158-89.0% | $2,721-91.3% | $2,631-91.0% |
| Participant deferral / active EE | $725 | $3,030-76.1% | $4,175-82.6% | $4,212-82.8% |
| Admin fee / account holder | $1,450 | $4,863-70.2% | $5,349-72.9% | $7,344-80.3% |