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 | $45,356 | $72,277-37.2% | $101,248-55.2% | $79,858-43.2% |
| Participation rate | 56.7% | 68.5%-11.8pp | 75.8%-19.1pp | 69.6%-13.0pp |
| Annual return | 16.30% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $381 | $2,692-85.9% | $3,660-89.6% | $2,471-84.6% |
| Participant deferral / active EE | $1,831 | $3,282-44.2% | $4,370-58.1% | $3,740-51.0% |
| Admin fee / account holder | $6,649 | $4,400+51.1% | $5,945+11.8% | $5,306+25.3% |