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 | $108,887 | $111,754-2.6% | $103,333+5.4% | $145,922-25.4% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 11.53% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $523 | $4,212-87.6% | $3,868-86.5% | $4,660-88.8% |
| Participant deferral / active EE | $1,669 | $5,619-70.3% | $5,057-67.0% | $6,688-75.0% |
| Admin fee / account holder | $935 | $9,750-90.4% | $8,355-88.8% | $13,397-93.0% |