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 | $33,414 | $105,860-68.4% | $90,749-63.2% | $134,475-75.2% |
| Participation rate | 54.2% | 78.2%-24.1pp | 75.7%-21.5pp | 81.2%-27.1pp |
| Annual return | -13.93% | -11.01%-2.9pp | -12.16%-1.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $591 | $3,462-82.9% | $2,921-79.8% | $4,740-87.5% |
| Participant deferral / active EE | $2,494 | $5,216-52.2% | $4,564-45.4% | $6,400-61.0% |
| Admin fee / account holder | $5,766 | $13,938-58.6% | $8,445-31.7% | $11,426-49.5% |