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 | $38,740 | $85,766-54.8% | $136,294-71.6% | $70,131-44.8% |
| Participation rate | 35.9% | 74.2%-38.3pp | 81.9%-46.0pp | 69.5%-33.6pp |
| Annual return | 20.10% | 31.45%-11.4pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $65 | $2,966-97.8% | $4,695-98.6% | $2,342-97.2% |
| Participant deferral / active EE | $2,660 | $5,051-47.3% | $6,247-57.4% | $3,332-20.2% |
| Admin fee / account holder | $1,818 | $5,420-66.5% | $9,243-80.3% | $4,645-60.9% |