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 | $49,176 | $47,105+4.4% | $68,368-28.1% | $67,986-27.7% |
| Participation rate | 42.6% | 51.8%-9.2pp | 73.8%-31.2pp | 57.2%-14.6pp |
| Annual return | 17.80% | 48.37%-30.6pp | 292.57%-274.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $158 | $1,859-91.5% | $2,649-94.0% | $2,019-92.2% |
| Participant deferral / active EE | $955 | $2,374-59.8% | $4,123-76.8% | $3,358-71.6% |
| Admin fee / account holder | $1,048 | $2,435-56.9% | $5,150-79.6% | $3,203-67.3% |