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 | $63,345 | $52,681+20.2% | $75,781-16.4% | $59,632+6.2% |
| Participation rate | 48.5% | 67.2%-18.7pp | 75.8%-27.3pp | 68.7%-20.2pp |
| Annual return | 0.14% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $246 | $2,193-88.8% | $3,323-92.6% | $2,203-88.8% |
| Participant deferral / active EE | $1,404 | $2,591-45.8% | $3,651-61.6% | $3,192-56.0% |
| Admin fee / account holder | $7,831 | $3,610+117.0% | $5,299+47.8% | $4,297+82.3% |