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 | $52,068 | $49,025+6.2% | $87,507-40.5% | $62,891-17.2% |
| Participation rate | 62.5% | 64.9%-2.4pp | 73.8%-11.3pp | 69.3%-6.8pp |
| Annual return | 8.02% | 10.02%-2.0pp | 12.21%-4.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,743 | $2,289-23.9% | $3,149-44.7% | $3,203-45.6% |
| Admin fee / account holder | $931 | $4,065-77.1% | $4,221-78.0% | $4,296-78.3% |