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 4-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 | $52,351 | $54,705-4.3% | $71,209-26.5% | $84,808-38.3% |
| Participation rate | 24.4% | 64.1%-39.6pp | 73.8%-49.3pp | 68.3%-43.9pp |
| Annual return | 15.37% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $204 | $2,158-90.5% | $2,721-92.5% | $2,631-92.2% |
| Participant deferral / active EE | $1,182 | $3,030-61.0% | $4,175-71.7% | $4,212-71.9% |
| Admin fee / account holder | $3,138 | $4,863-35.5% | $5,349-41.3% | $7,344-57.3% |