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 | $67,928 | $78,705-13.7% | $117,854-42.4% | $70,131-3.1% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 18.45% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $452 | $2,223-79.7% | $3,786-88.1% | $2,342-80.7% |
| Participant deferral / active EE | $3,095 | $3,297-6.1% | $4,482-30.9% | $3,332-7.1% |
| Admin fee / account holder | $1,117 | $5,065-78.0% | $8,020-86.1% | $4,645-76.0% |