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 | $38,911 | $51,045-23.8% | $70,515-44.8% | $71,457-45.5% |
| Participation rate | 34.2% | 59.4%-25.2pp | 68.3%-34.2pp | 67.9%-33.7pp |
| Annual return | 19.92% | 42.63%-22.7pp | 32.77%-12.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $316 | $1,790-82.3% | $2,973-89.4% | $2,588-87.8% |
| Participant deferral / active EE | $3,783 | $3,026+25.0% | $4,567-17.2% | $4,289-11.8% |
| Admin fee / account holder | $7,821 | $1,994+292.3% | $6,412+22.0% | $1,587+392.7% |