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 | $39,912 | $48,795-18.2% | $65,493-39.1% | $84,808-52.9% |
| Participation rate | 48.4% | 67.0%-18.6pp | 73.1%-24.7pp | 68.3%-19.9pp |
| Annual return | 14.36% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,626 | $2,928-44.5% | $3,961-58.9% | $4,212-61.4% |
| Admin fee / account holder | $5,192 | $3,877+33.9% | $5,028+3.3% | $7,344-29.3% |