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 | $23,954 | $95,193-74.8% | $76,523-68.7% | $135,375-82.3% |
| Participation rate | 40.9% | 74.4%-33.5pp | 68.0%-27.1pp | 82.6%-41.7pp |
| Annual return | -4.31% | 4.85%-9.2pp | -0.27%-4.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,138 | $4,639-75.5% | $3,835-70.3% | $5,609-79.7% |
| Admin fee / account holder | $1,136 | $6,249-81.8% | $4,848-76.6% | $10,827-89.5% |