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 4-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 | $47,913 | $81,446-41.2% | $103,374-53.7% | $80,874-40.8% |
| Participation rate | 60.2% | 66.9%-6.6pp | 74.5%-14.3pp | 67.6%-7.4pp |
| Annual return | 15.79% | 25.57%-9.8pp | 24.89%-9.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $188 | $3,107-93.9% | $3,869-95.1% | $2,756-93.2% |
| Participant deferral / active EE | $2,395 | $3,870-38.1% | $5,058-52.6% | $4,297-44.3% |
| Admin fee / account holder | $1,189 | $6,715-82.3% | $8,394-85.8% | $6,935-82.9% |