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 | $40,926 | $82,664-50.5% | $125,339-67.3% | $68,494-40.2% |
| Participation rate | 63.8% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.1pp |
| Annual return | 22.26% | -5.97%+28.2pp | 572.05%-549.8pp | -7.84%+30.1pp |
| Employer contribution / active EE | $640 | $3,381-81.1% | $4,814-86.7% | $2,596-75.3% |
| Participant deferral / active EE | $6,200 | $6,110+1.5% | $7,446-16.7% | $4,027+54.0% |
| Admin fee / account holder | $2,969 | $6,275-52.7% | $10,010-70.3% | $5,403-45.0% |