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 7-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 | $42,580 | $175,202-75.7% | $149,673-71.6% | $139,434-69.5% |
| Participation rate | 36.8% | 83.4%-46.5pp | 78.8%-41.9pp | 80.3%-43.5pp |
| Annual return | 20.44% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,065 | $5,474-80.6% | $4,818-77.9% | $4,751-77.6% |
| Participant deferral / active EE | $3,057 | $6,519-53.1% | $5,680-46.2% | $6,710-54.4% |
| Admin fee / account holder | $2,449 | $16,150-84.8% | $13,210-81.5% | $11,403-78.5% |