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 | $61,279 | $62,586-2.1% | $76,768-20.2% | $64,186-4.5% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | -2.72% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $177 | $1,832-90.3% | $2,485-92.9% | $2,381-92.6% |
| Participant deferral / active EE | $3,822 | $3,145+21.5% | $3,852-0.8% | $3,470+10.2% |
| Admin fee / account holder | $62,029 | $4,667+1229.1% | $6,675+829.3% | $4,888+1169.0% |