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 8-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 | $113,283 | $159,602-29.0% | $150,045-24.5% | $142,382-20.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 13.30% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $738 | $4,961-85.1% | $4,693-84.3% | $4,299-82.8% |
| Participant deferral / active EE | $11,493 | $8,310+38.3% | $7,997+43.7% | $6,507+76.6% |
| Admin fee / account holder | $3,324 | $14,846-77.6% | $13,435-75.3% | $12,624-73.7% |