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 | $93,278 | $64,707+44.2% | $112,228-16.9% | $68,494+36.2% |
| Participation rate | 67.8% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -17.52% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $678 | $2,746-75.3% | $3,635-81.3% | $2,596-73.9% |
| Participant deferral / active EE | $4,247 | $3,565+19.1% | $4,728-10.2% | $4,027+5.5% |
| Admin fee / account holder | $2,777 | $5,232-46.9% | $6,410-56.7% | $5,403-48.6% |