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 | $41,813 | $61,774-32.3% | $97,226-57.0% | $80,856-48.3% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.6%-15.6pp |
| Annual return | 10.80% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,008 | $3,029-0.7% | $4,264-29.5% | $4,296-30.0% |
| Admin fee / account holder | $4,651 | $5,166-10.0% | $5,654-17.7% | $6,918-32.8% |