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 | $39,988 | $72,012-44.5% | $185,823-78.5% | $79,858-49.9% |
| Participation rate | 67.6% | 65.8%+1.9pp | 78.0%-10.4pp | 69.6%-2.0pp |
| Annual return | 16.78% | 23.12%-6.3pp | 35.95%-19.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $112 | $1,965-94.3% | $4,087-97.3% | $2,471-95.5% |
| Participant deferral / active EE | $1,616 | $3,779-57.2% | $5,632-71.3% | $3,740-56.8% |
| Admin fee / account holder | $815 | $4,513-81.9% | $9,500-91.4% | $5,306-84.6% |