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 | $72,639 | $85,202-14.7% | $172,739-57.9% | $72,985-0.5% |
| Participation rate | 15.8% | 70.1%-54.3pp | 82.6%-66.9pp | 69.5%-53.7pp |
| Annual return | 23.24% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $149 | $3,324-95.5% | $5,143-97.1% | $2,440-93.9% |
| Participant deferral / active EE | $1,067 | $3,260-67.3% | $5,198-79.5% | $3,607-70.4% |
| Admin fee / account holder | $8,532 | $5,884+45.0% | $13,954-38.9% | $5,124+66.5% |