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 | $23,574 | $64,348-63.4% | $90,160-73.9% | $70,131-66.4% |
| Participation rate | 59.3% | 70.4%-11.1pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 28.38% | 28.13%+0.2pp | 34.88%-6.5pp | 73.14%-44.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,156 | $4,389+63.1% | $5,288+35.3% | $3,332+114.8% |
| Admin fee / account holder | $990 | $3,944-74.9% | $5,943-83.3% | $4,645-78.7% |