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 | $29,323 | $71,883-59.2% | $86,677-66.2% | $68,494-57.2% |
| Participation rate | 63.8% | 72.2%-8.4pp | 76.6%-12.7pp | 67.9%-4.1pp |
| Annual return | -17.19% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,935 | $3,779-48.8% | $4,656-58.4% | $4,027-51.9% |
| Admin fee / account holder | $903 | $6,112-85.2% | $7,493-87.9% | $5,403-83.3% |