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 | $35,129 | $81,248-56.8% | $155,509-77.4% | $80,856-56.6% |
| Participation rate | 34.0% | 66.2%-32.2pp | 78.2%-44.2pp | 67.6%-33.6pp |
| Annual return | 11.97% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $355 | $3,100-88.5% | $4,672-92.4% | $2,755-87.1% |
| Participant deferral / active EE | $1,006 | $3,452-70.9% | $5,626-82.1% | $4,296-76.6% |
| Admin fee / account holder | $8,952 | $7,997+11.9% | $15,912-43.7% | $6,918+29.4% |