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 8-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 | $23,302 | $77,899-70.1% | $149,673-84.4% | $75,163-69.0% |
| Participation rate | 20.6% | 65.6%-45.0pp | 78.8%-58.2pp | 67.2%-46.6pp |
| Annual return | 14.27% | 31.72%-17.5pp | 134.42%-120.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $80 | $3,137-97.4% | $4,818-98.3% | $2,670-97.0% |
| Participant deferral / active EE | $1,004 | $3,411-70.6% | $5,680-82.3% | $4,125-75.7% |
| Admin fee / account holder | $1,796 | $5,956-69.8% | $13,210-86.4% | $5,651-68.2% |