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 | $38,717 | $83,908-53.9% | $68,509-43.5% | $125,391-69.1% |
| Participation rate | 61.5% | 78.2%-16.6pp | 74.7%-13.2pp | 83.2%-21.7pp |
| Annual return | -0.44% | 14.48%-14.9pp | 8.27%-8.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,850 | $4,125-55.1% | $3,382-45.3% | $5,352-65.4% |
| Admin fee / account holder | $15,693 | $8,982+74.7% | $5,275+197.5% | $9,540+64.5% |