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 | $46,126 | $94,625-51.3% | $116,228-60.3% | $84,808-45.6% |
| Participation rate | 51.7% | 70.4%-18.7pp | 74.6%-22.8pp | 68.3%-16.6pp |
| Annual return | 17.59% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $328 | $2,347-86.0% | $2,994-89.0% | $2,631-87.5% |
| Participant deferral / active EE | $2,270 | $3,972-42.8% | $4,953-54.2% | $4,212-46.1% |
| Admin fee / account holder | $8,938 | $10,091-11.4% | $11,989-25.4% | $7,344+21.7% |