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 | $178,174-72.7% | $156,181-68.9% | $137,256-64.6% |
| Participation rate | 29.2% | 82.0%-52.9pp | 78.8%-49.7pp | 80.0%-50.8pp |
| Annual return | 21.58% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $916 | $4,972-81.6% | $4,294-78.7% | $4,156-78.0% |
| Participant deferral / active EE | $3,232 | $6,888-53.1% | $6,132-47.3% | $6,407-49.5% |
| Admin fee / account holder | $3,404 | $17,404-80.4% | $14,586-76.7% | $12,270-72.3% |