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 | $38,331 | $63,764-39.9% | $81,930-53.2% | $79,858-52.0% |
| Participation rate | 58.8% | 67.5%-8.7pp | 72.0%-13.2pp | 69.6%-10.8pp |
| Annual return | 17.17% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $263 | $1,795-85.4% | $4,310-93.9% | $2,471-89.4% |
| Participant deferral / active EE | $1,142 | $2,780-58.9% | $7,107-83.9% | $3,740-69.5% |
| Admin fee / account holder | $881 | $4,426-80.1% | $5,158-82.9% | $5,306-83.4% |