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 | $26,828 | $50,637-47.0% | $86,590-69.0% | $62,292-56.9% |
| Participation rate | 51.4% | 67.9%-16.5pp | 73.5%-22.1pp | 69.5%-18.1pp |
| Annual return | 14.66% | 20.80%-6.1pp | 964.84%-950.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $272 | $2,075-86.9% | $2,839-90.4% | $2,042-86.7% |
| Participant deferral / active EE | $1,690 | $2,611-35.3% | $3,609-53.2% | $3,169-46.7% |
| Admin fee / account holder | $1,430 | $413+246.1% | $4,906-70.8% | $479+198.4% |