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 | $21,917 | $172,111-87.3% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 29.4% | 81.7%-52.3pp | 77.8%-48.3pp | 80.0%-50.5pp |
| Annual return | 28.61% | 69.37%-40.8pp | 62.79%-34.2pp | 220.34%-191.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,678 | $6,166-40.3% | $5,453-32.5% | $6,407-42.6% |
| Admin fee / account holder | $591 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |