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 | $78,205 | $69,515+12.5% | $86,874-10.0% | $85,850-8.9% |
| Participation rate | 41.9% | 66.3%-24.4pp | 71.6%-29.7pp | 69.3%-27.4pp |
| Annual return | 15.04% | 20.12%-5.1pp | 63.52%-48.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,339 | $2,919+48.6% | $3,699+17.3% | $3,952+9.8% |
| Admin fee / account holder | $1,279 | $5,972-78.6% | $5,828-78.1% | $6,260-79.6% |