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 3-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 | $62,771 | $166,020-62.2% | $164,866-61.9% | $145,959-57.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 12.92% | 100.08%-87.2pp | 69.97%-57.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $974 | $5,275-81.5% | $4,343-77.6% | $4,661-79.1% |
| Participant deferral / active EE | $3,604 | $6,961-48.2% | $6,033-40.3% | $6,689-46.1% |
| Admin fee / account holder | $1,156 | $16,644-93.1% | $12,689-90.9% | $13,398-91.4% |