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 | $29,497 | $51,708-43.0% | $106,619-72.3% | $62,891-53.1% |
| Participation rate | 64.6% | 66.9%-2.3pp | 78.0%-13.4pp | 69.3%-4.7pp |
| Annual return | 6.38% | 4.69%+1.7pp | 9.42%-3.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $407 | $1,764-76.9% | $3,947-89.7% | $2,281-82.2% |
| Participant deferral / active EE | $1,575 | $2,315-32.0% | $3,930-59.9% | $3,203-50.8% |
| Admin fee / account holder | $936 | $3,349-72.1% | $6,418-85.4% | $4,296-78.2% |