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 4-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 | $51,799 | $111,814-53.7% | $93,654-44.7% | $145,959-64.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 10.41% | 203.30%-192.9pp | 133.34%-122.9pp | 561.95%-551.5pp |
| Employer contribution / active EE | $477 | $3,092-84.6% | $2,421-80.3% | $4,661-89.8% |
| Participant deferral / active EE | $2,115 | $4,914-57.0% | $4,413-52.1% | $6,689-68.4% |
| Admin fee / account holder | $421 | $10,246-95.9% | $8,282-94.9% | $13,398-96.9% |