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 | $88,846 | $91,538-2.9% | $129,995-31.7% | $75,163+18.2% |
| Participation rate | 65.7% | 71.4%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 13.31% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $525 | $2,845-81.5% | $4,320-87.8% | $2,670-80.3% |
| Participant deferral / active EE | $3,021 | $4,341-30.4% | $5,820-48.1% | $4,125-26.8% |
| Admin fee / account holder | $4,567 | $6,790-32.7% | $10,614-57.0% | $5,651-19.2% |