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 | $24,646 | $85,766-71.3% | $136,294-81.9% | $70,131-64.9% |
| Participation rate | 48.2% | 74.2%-25.9pp | 81.9%-33.7pp | 69.5%-21.3pp |
| Annual return | 20.55% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $494 | $2,966-83.3% | $4,695-89.5% | $2,342-78.9% |
| Participant deferral / active EE | $4,316 | $5,051-14.6% | $6,247-30.9% | $3,332+29.5% |
| Admin fee / account holder | $1,020 | $5,420-81.2% | $9,243-89.0% | $4,645-78.0% |