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 | $132,376 | $62,586+111.5% | $76,768+72.4% | $64,186+106.2% |
| Participation rate | 20.3% | 72.8%-52.5pp | 77.0%-56.6pp | 69.6%-49.2pp |
| Annual return | -5.54% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,890 | $3,145-39.9% | $3,852-50.9% | $3,470-45.5% |
| Admin fee / account holder | $15,112 | $4,667+223.8% | $6,675+126.4% | $4,888+209.2% |