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 9-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 | $28,001 | $115,770-75.8% | $101,248-72.3% | $158,922-82.4% |
| Participation rate | 21.1% | 79.4%-58.3pp | 75.8%-54.8pp | 82.0%-60.9pp |
| Annual return | 17.26% | 56.14%-38.9pp | 46.47%-29.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $616 | $4,175-85.3% | $3,660-83.2% | $4,761-87.1% |
| Participant deferral / active EE | $1,894 | $4,957-61.8% | $4,370-56.7% | $5,982-68.3% |
| Admin fee / account holder | $734 | $7,245-89.9% | $5,945-87.7% | $11,246-93.5% |