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 | $99,319 | $180,749-45.1% | $160,784-38.2% | $137,256-27.6% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | 16.67% | 2234.46%-2217.8pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $294 | $4,155-92.9% | $3,733-92.1% | $4,156-92.9% |
| Participant deferral / active EE | $2,617 | $6,844-61.8% | $6,293-58.4% | $6,407-59.2% |
| Admin fee / account holder | $362 | $10,397-96.5% | $9,717-96.3% | $12,270-97.0% |