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 | $24,009 | $56,317-57.4% | $71,209-66.3% | $74,304-67.7% |
| Participation rate | 31.3% | 55.1%-23.8pp | 73.8%-42.5pp | 60.3%-29.1pp |
| Annual return | 14.64% | 42.83%-28.2pp | 282.51%-267.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $155 | $2,160-92.8% | $2,721-94.3% | $2,241-93.1% |
| Participant deferral / active EE | $1,429 | $2,788-48.7% | $4,175-65.8% | $3,767-62.1% |
| Admin fee / account holder | $1,952 | $2,290-14.7% | $5,349-63.5% | $2,969-34.2% |