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 | $65,944 | $94,625-30.3% | $116,228-43.3% | $84,808-22.2% |
| Participation rate | 42.1% | 70.4%-28.3pp | 74.6%-32.4pp | 68.3%-26.2pp |
| Annual return | 13.68% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $341 | $2,347-85.5% | $2,994-88.6% | $2,631-87.1% |
| Participant deferral / active EE | $2,583 | $3,972-35.0% | $4,953-47.9% | $4,212-38.7% |
| Admin fee / account holder | $4,345 | $10,091-56.9% | $11,989-63.8% | $7,344-40.8% |