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 | $108,136 | $91,538+18.1% | $129,995-16.8% | $75,163+43.9% |
| Participation rate | 45.8% | 71.4%-25.7pp | 78.5%-32.7pp | 67.2%-21.4pp |
| Annual return | 20.62% | -631.11%+651.7pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $542 | $2,845-81.0% | $4,320-87.5% | $2,670-79.7% |
| Participant deferral / active EE | $2,411 | $4,341-44.5% | $5,820-58.6% | $4,125-41.6% |
| Admin fee / account holder | $2,571 | $6,790-62.1% | $10,614-75.8% | $5,651-54.5% |