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 | $80,270 | $100,041-19.8% | $149,718-46.4% | $70,131+14.5% |
| Participation rate | 65.9% | 83.6%-17.7pp | 87.1%-21.2pp | 69.5%-3.6pp |
| Annual return | 13.78% | 27.43%-13.6pp | 1501.63%-1487.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $412 | $3,662-88.7% | $5,445-92.4% | $2,342-82.4% |
| Participant deferral / active EE | $2,362 | $4,983-52.6% | $6,569-64.0% | $3,332-29.1% |
| Admin fee / account holder | $991 | $8,286-88.0% | $11,283-91.2% | $4,645-78.7% |