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 | $68,762 | $46,464+48.0% | $150,298-54.2% | $79,634-13.7% |
| Participation rate | 23.6% | 57.0%-33.4pp | 77.8%-54.2pp | 62.5%-38.9pp |
| Annual return | 17.47% | 27.89%-10.4pp | 62.79%-45.3pp | 36.46%-19.0pp |
| Employer contribution / active EE | $223 | $1,512-85.3% | $4,154-94.6% | $2,529-91.2% |
| Participant deferral / active EE | $2,475 | $2,157+14.8% | $5,453-54.6% | $3,835-35.4% |
| Admin fee / account holder | $1,726 | $891+93.8% | $14,116-87.8% | $1,002+72.3% |