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 | $177,409 | $185,822-4.5% | $169,993+4.4% | $139,434+27.2% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.4pp | 80.3%-24.8pp |
| Annual return | 15.04% | 60.50%-45.5pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $249 | $7,590-96.7% | $6,785-96.3% | $4,751-94.8% |
| Participant deferral / active EE | $4,980 | $11,622-57.2% | $10,408-52.2% | $6,710-25.8% |
| Admin fee / account holder | $3,290 | $15,381-78.6% | $12,815-74.3% | $11,403-71.1% |