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 3-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 | $66,338 | $91,538-27.5% | $129,995-49.0% | $75,163-11.7% |
| Participation rate | 67.6% | 71.4%-3.8pp | 78.5%-10.8pp | 67.2%+0.5pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $61 | $2,845-97.8% | $4,320-98.6% | $2,670-97.7% |
| Participant deferral / active EE | $2,586 | $4,341-40.4% | $5,820-55.6% | $4,125-37.3% |
| Admin fee / account holder | $12,819 | $6,790+88.8% | $10,614+20.8% | $5,651+126.8% |