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 | $46,087 | $45,073+2.3% | $69,455-33.6% | $72,985-36.9% |
| Participation rate | 32.8% | 68.5%-35.7pp | 74.6%-41.8pp | 69.5%-36.7pp |
| Annual return | 20.87% | 22.65%-1.8pp | 28.97%-8.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $149 | $2,054-92.7% | $2,779-94.6% | $2,440-93.9% |
| Participant deferral / active EE | $1,614 | $2,602-38.0% | $3,535-54.4% | $3,607-55.3% |
| Admin fee / account holder | $458 | $3,056-85.0% | $3,839-88.1% | $5,124-91.1% |