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 | $15,395 | $77,899-80.2% | $149,673-89.7% | $75,163-79.5% |
| Participation rate | 28.2% | 65.6%-37.4pp | 78.8%-50.6pp | 67.2%-39.0pp |
| Annual return | 15.13% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $250 | $3,137-92.0% | $4,818-94.8% | $2,670-90.6% |
| Participant deferral / active EE | $1,060 | $3,411-68.9% | $5,680-81.3% | $4,125-74.3% |
| Admin fee / account holder | $2,635 | $5,956-55.8% | $13,210-80.1% | $5,651-53.4% |