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 | $49,061 | $29,660+65.4% | $56,411-13.0% | $80,856-39.3% |
| Participation rate | 47.0% | 41.6%+5.3pp | 52.5%-5.5pp | 67.6%-20.7pp |
| Annual return | 13.42% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $15 | $669-97.8% | $1,039-98.6% | $2,755-99.5% |
| Participant deferral / active EE | $963 | $1,226-21.5% | $1,952-50.7% | $4,296-77.6% |
| Admin fee / account holder | $3,544 | $2,428+46.0% | $2,829+25.3% | $6,918-48.8% |