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 | $46,697 | $72,277-35.4% | $101,248-53.9% | $79,858-41.5% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 13.22% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $439 | $2,692-83.7% | $3,660-88.0% | $2,471-82.2% |
| Participant deferral / active EE | $1,694 | $3,282-48.4% | $4,370-61.2% | $3,740-54.7% |
| Admin fee / account holder | $1,244 | $4,400-71.7% | $5,945-79.1% | $5,306-76.6% |