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 | $52,675 | $51,175+2.9% | $70,515-25.3% | $75,163-29.9% |
| Participation rate | 28.2% | 60.9%-32.8pp | 68.3%-40.2pp | 67.2%-39.0pp |
| Annual return | 46.65% | 30.02%+16.6pp | 32.77%+13.9pp | 160.62%-114.0pp |
| Employer contribution / active EE | $214 | $1,826-88.3% | $2,973-92.8% | $2,670-92.0% |
| Participant deferral / active EE | $1,117 | $2,849-60.8% | $4,567-75.5% | $4,125-72.9% |
| Admin fee / account holder | $487 | $4,091-88.1% | $6,412-92.4% | $5,651-91.4% |