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 | $38,899 | $158,398-75.4% | $126,539-69.3% | $142,382-72.7% |
| Participation rate | 31.3% | 75.8%-44.6pp | 69.8%-38.6pp | 80.1%-48.9pp |
| Annual return | 11.35% | 593.76%-582.4pp | 425.95%-414.6pp | 217.08%-205.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,305 | $4,767-9.7% | $4,083+5.4% | $6,507-33.8% |
| Admin fee / account holder | $2,439 | $6,918-64.7% | $6,065-59.8% | $12,624-80.7% |