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 | $78,053 | $64,839+20.4% | $95,585-18.3% | $84,808-8.0% |
| Participation rate | 28.6% | 63.8%-35.2pp | 72.1%-43.5pp | 68.3%-39.7pp |
| Annual return | 16.68% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $68 | $1,759-96.1% | $2,527-97.3% | $2,631-97.4% |
| Participant deferral / active EE | $1,191 | $2,965-59.8% | $4,023-70.4% | $4,212-71.7% |
| Admin fee / account holder | $481 | $5,964-91.9% | $6,127-92.1% | $7,344-93.4% |