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 6-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 | $27,295 | $80,717-66.2% | $154,803-82.4% | $84,808-67.8% |
| Participation rate | 12.3% | 66.8%-54.5pp | 78.1%-65.8pp | 68.3%-56.0pp |
| Annual return | 14.95% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $301 | $2,761-89.1% | $4,305-93.0% | $2,631-88.6% |
| Participant deferral / active EE | $968 | $3,303-70.7% | $5,540-82.5% | $4,212-77.0% |
| Admin fee / account holder | $1,460 | $6,746-78.4% | $14,329-89.8% | $7,344-80.1% |