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 | $133,152 | $91,538+45.5% | $129,995+2.4% | $75,163+77.2% |
| Participation rate | 48.7% | 71.4%-22.7pp | 78.5%-29.8pp | 67.2%-18.5pp |
| Annual return | 21.89% | -631.11%+653.0pp | -137.18%+159.1pp | 160.62%-138.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,358 | $4,341+23.4% | $5,820-7.9% | $4,125+29.9% |
| Admin fee / account holder | $6,672 | $6,790-1.7% | $10,614-37.1% | $5,651+18.1% |