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 8-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 | $92,024 | $179,726-48.8% | $156,263-41.1% | $142,382-35.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 18.41% | 77.86%-59.4pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $999 | $5,069-80.3% | $4,333-76.9% | $4,299-76.8% |
| Participant deferral / active EE | $8,599 | $6,956+23.6% | $6,158+39.6% | $6,507+32.1% |
| Admin fee / account holder | $5,474 | $17,272-68.3% | $14,255-61.6% | $12,624-56.6% |