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 | $32,613 | $70,475-53.7% | $100,516-67.6% | $79,858-59.2% |
| Participation rate | 38.7% | 73.7%-34.9pp | 79.4%-40.7pp | 69.6%-30.9pp |
| Annual return | 16.38% | 21.90%-5.5pp | 30.89%-14.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,458 | $5,181+43.9% | $6,270+18.9% | $3,740+99.4% |
| Admin fee / account holder | $6,449 | $4,478+44.0% | $8,081-20.2% | $5,306+21.5% |