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 10-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 | $22,586 | $29,667-23.9% | $56,441-60.0% | $80,874-72.1% |
| Participation rate | 55.4% | 41.7%+13.7pp | 52.5%+2.9pp | 67.6%-12.3pp |
| Annual return | 18.63% | 35.22%-16.6pp | 1704.21%-1685.6pp | 35.62%-17.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,036 | $1,227-15.5% | $1,953-46.9% | $4,297-75.9% |
| Admin fee / account holder | $3,008 | $2,429+23.8% | $2,829+6.3% | $6,935-56.6% |