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 | $23,425 | $73,933-68.3% | $96,683-75.8% | $75,163-68.8% |
| Participation rate | 45.5% | 66.4%-21.0pp | 74.3%-28.9pp | 67.2%-21.7pp |
| Annual return | 20.55% | 26.70%-6.1pp | 35.69%-15.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $628 | $2,928-78.6% | $3,737-83.2% | $2,670-76.5% |
| Participant deferral / active EE | $2,464 | $3,659-32.7% | $4,878-49.5% | $4,125-40.3% |
| Admin fee / account holder | $1,575 | $5,216-69.8% | $6,730-76.6% | $5,651-72.1% |