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 | $49,634 | $43,327+14.6% | $59,878-17.1% | $64,186-22.7% |
| Participation rate | 20.2% | 69.2%-48.9pp | 74.7%-54.5pp | 69.6%-49.3pp |
| Annual return | 4.66% | -1.55%+6.2pp | 3.46%+1.2pp | 7.63%-3.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,153 | $2,546-54.7% | $3,402-66.1% | $3,470-66.8% |
| Admin fee / account holder | $2,491 | $3,005-17.1% | $3,590-30.6% | $4,888-49.0% |