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 | $48,878 | $83,477-41.4% | $125,175-61.0% | $72,985-33.0% |
| Participation rate | 47.7% | 73.3%-25.6pp | 79.8%-32.1pp | 69.5%-21.8pp |
| Annual return | 19.14% | 25.78%-6.6pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $145 | $2,345-93.8% | $3,865-96.3% | $2,440-94.1% |
| Participant deferral / active EE | $1,955 | $3,585-45.5% | $4,937-60.4% | $3,607-45.8% |
| Admin fee / account holder | $2,687 | $5,517-51.3% | $9,702-72.3% | $5,124-47.6% |