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 | $30,955 | $73,004-57.6% | $90,749-65.9% | $68,494-54.8% |
| Participation rate | 62.8% | 70.8%-8.0pp | 75.7%-12.9pp | 67.9%-5.1pp |
| Annual return | -9.33% | -13.81%+4.5pp | -12.16%+2.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,115 | $3,627-41.7% | $4,564-53.7% | $4,027-47.5% |
| Admin fee / account holder | $591 | $5,896-90.0% | $8,445-93.0% | $5,403-89.1% |