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 | $34,377 | $49,915-31.1% | $154,803-77.8% | $74,304-53.7% |
| Participation rate | 20.4% | 54.0%-33.6pp | 78.1%-57.7pp | 60.3%-40.0pp |
| Annual return | 14.32% | 34.06%-19.7pp | 58.88%-44.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $102 | $1,611-93.6% | $4,305-97.6% | $2,241-95.4% |
| Participant deferral / active EE | $1,069 | $2,255-52.6% | $5,540-80.7% | $3,767-71.6% |
| Admin fee / account holder | $4,808 | $2,189+119.6% | $14,329-66.4% | $2,969+61.9% |