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 | $48,630 | $179,726-72.9% | $156,263-68.9% | $142,382-65.8% |
| Participation rate | 29.2% | 82.1%-52.9pp | 78.9%-49.7pp | 80.1%-51.0pp |
| Annual return | 21.58% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $916 | $5,069-81.9% | $4,333-78.9% | $4,299-78.7% |
| Participant deferral / active EE | $3,232 | $6,956-53.5% | $6,158-47.5% | $6,507-50.3% |
| Admin fee / account holder | $3,404 | $17,272-80.3% | $14,255-76.1% | $12,624-73.0% |