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 | $37,356 | $58,851-36.5% | $115,157-67.6% | $72,985-48.8% |
| Participation rate | 42.5% | 65.5%-23.0pp | 75.9%-33.4pp | 69.5%-27.0pp |
| Annual return | 20.78% | 23.16%-2.4pp | 35.60%-14.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $235 | $1,798-86.9% | $3,179-92.6% | $2,440-90.4% |
| Participant deferral / active EE | $1,073 | $2,643-59.4% | $4,168-74.3% | $3,607-70.3% |
| Admin fee / account holder | $1,729 | $6,370-72.9% | $7,088-75.6% | $5,124-66.3% |