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 | $134,438 | $71,883+87.0% | $86,677+55.1% | $68,494+96.3% |
| Participation rate | 44.1% | 72.2%-28.1pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -18.61% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $412 | $2,173-81.0% | $2,836-85.5% | $2,596-84.1% |
| Participant deferral / active EE | $2,578 | $3,779-31.8% | $4,656-44.6% | $4,027-36.0% |
| Admin fee / account holder | $12,456 | $6,112+103.8% | $7,493+66.2% | $5,403+130.6% |