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 | $35,862 | $49,227-27.1% | $70,449-49.1% | $79,858-55.1% |
| Participation rate | 41.3% | 69.2%-27.9pp | 75.1%-33.8pp | 69.6%-28.4pp |
| Annual return | 22.99% | 30.06%-7.1pp | 109.03%-86.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $288 | $2,099-86.3% | $2,737-89.5% | $2,471-88.4% |
| Participant deferral / active EE | $1,807 | $2,768-34.7% | $3,709-51.3% | $3,740-51.7% |
| Admin fee / account holder | $1,136 | $2,878-60.5% | $3,845-70.5% | $5,306-78.6% |