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 7-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 | $41,128 | $123,793-66.8% | $177,821-76.9% | $79,858-48.5% |
| Participation rate | 43.6% | 84.7%-41.1pp | 87.7%-44.1pp | 69.6%-26.0pp |
| Annual return | 12.03% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,639 | $5,956-5.3% | $7,714-26.9% | $3,740+50.8% |
| Admin fee / account holder | $628 | $7,243-91.3% | $12,427-94.9% | $5,306-88.2% |