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 | $40,573 | $60,022-32.4% | $88,946-54.4% | $84,808-52.2% |
| Participation rate | 31.0% | 57.8%-26.8pp | 68.8%-37.8pp | 68.3%-37.3pp |
| Annual return | 16.45% | 22.43%-6.0pp | 57.82%-41.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,786 | $3,114+21.6% | $4,581-17.4% | $4,212-10.1% |
| Admin fee / account holder | $5,554 | $4,811+15.4% | $8,261-32.8% | $7,344-24.4% |