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 | $42,118 | $106,749-60.5% | $145,433-71.0% | $82,448-48.9% |
| Participation rate | 43.9% | 75.6%-31.7pp | 82.1%-38.2pp | 68.1%-24.2pp |
| Annual return | 27.98% | 27.59%+0.4pp | 66.58%-38.6pp | 41.64%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,821 | $6,519-26.0% | $7,897-39.0% | $4,139+16.5% |
| Admin fee / account holder | $1,975 | $8,390-76.5% | $13,129-85.0% | $7,234-72.7% |