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 | $26,850 | $179,726-85.1% | $156,263-82.8% | $142,382-81.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 17.11% | 77.86%-60.7pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,061 | $5,069-79.1% | $4,333-75.5% | $4,299-75.3% |
| Participant deferral / active EE | $2,106 | $6,956-69.7% | $6,158-65.8% | $6,507-67.6% |
| Admin fee / account holder | $354 | $17,272-97.9% | $14,255-97.5% | $12,624-97.2% |