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 | $43,155 | $86,944-50.4% | $107,525-59.9% | $74,304-41.9% |
| Participation rate | 45.2% | 59.6%-14.4pp | 75.1%-29.9pp | 60.3%-15.2pp |
| Annual return | 14.99% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $67 | $2,757-97.6% | $3,754-98.2% | $2,241-97.0% |
| Participant deferral / active EE | $1,745 | $3,554-50.9% | $5,116-65.9% | $3,767-53.7% |
| Admin fee / account holder | $2,384 | $3,727-36.0% | $8,919-73.3% | $2,969-19.7% |