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 9-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 | $97,298 | $69,515+40.0% | $86,874+12.0% | $85,850+13.3% |
| Participation rate | 19.3% | 66.3%-47.0pp | 71.6%-52.3pp | 69.3%-50.0pp |
| Annual return | 16.59% | 20.12%-3.5pp | 63.52%-46.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,544 | $2,919-47.1% | $3,699-58.2% | $3,952-60.9% |
| Admin fee / account holder | $5,100 | $5,972-14.6% | $5,828-12.5% | $6,260-18.5% |