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 | $19,134 | $47,105-59.4% | $68,368-72.0% | $67,986-71.9% |
| Participation rate | 8.7% | 51.8%-43.1pp | 73.8%-65.1pp | 57.2%-48.6pp |
| Annual return | 16.16% | 48.37%-32.2pp | 292.57%-276.4pp | 31.67%-15.5pp |
| Employer contribution / active EE | $188 | $1,859-89.9% | $2,649-92.9% | $2,019-90.7% |
| Participant deferral / active EE | $474 | $2,374-80.0% | $4,123-88.5% | $3,358-85.9% |
| Admin fee / account holder | $1,588 | $2,435-34.8% | $5,150-69.2% | $3,203-50.4% |