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 | $131,925 | $82,286+60.3% | $68,791+91.8% | $134,475-1.9% |
| Participation rate | 57.9% | 75.1%-17.2pp | 69.0%-11.1pp | 81.2%-23.3pp |
| Annual return | -14.53% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,180 | $4,739+93.7% | $3,941+132.9% | $6,400+43.5% |
| Admin fee / account holder | $2,339 | $6,481-63.9% | $4,932-52.6% | $11,426-79.5% |