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 | $19,971 | $49,227-59.4% | $70,449-71.7% | $79,858-75.0% |
| Participation rate | 59.5% | 69.2%-9.7pp | 75.1%-15.6pp | 69.6%-10.2pp |
| Annual return | 19.28% | 30.06%-10.8pp | 109.03%-89.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,145 | $2,768+13.6% | $3,709-15.2% | $3,740-15.9% |
| Admin fee / account holder | $3,138 | $2,878+9.0% | $3,845-18.4% | $5,306-40.9% |