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 | $64,051 | $77,813-17.7% | $123,544-48.2% | $64,186-0.2% |
| Participation rate | 56.4% | 74.7%-18.3pp | 82.3%-25.9pp | 69.6%-13.2pp |
| Annual return | -5.91% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $379 | $3,014-87.4% | $4,628-91.8% | $2,381-84.1% |
| Participant deferral / active EE | $3,817 | $5,240-27.1% | $6,426-40.6% | $3,470+10.0% |
| Admin fee / account holder | $1,042 | $5,519-81.1% | $9,284-88.8% | $4,888-78.7% |