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 | $58,275 | $112,729-48.3% | $98,716-41.0% | $137,256-57.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 11.35% | 38.48%-27.1pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $184 | $2,725-93.2% | $2,279-91.9% | $4,156-95.6% |
| Participant deferral / active EE | $4,556 | $4,640-1.8% | $4,048+12.6% | $6,407-28.9% |
| Admin fee / account holder | $65,946 | $10,129+551.1% | $8,703+657.8% | $12,270+437.5% |