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 | $22,882 | $49,693-54.0% | $70,515-67.5% | $74,419-69.3% |
| Participation rate | 26.9% | 64.7%-37.8pp | 68.3%-41.5pp | 70.7%-43.8pp |
| Annual return | 18.62% | 21.22%-2.6pp | 32.77%-14.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $347 | $1,773-80.4% | $2,973-88.3% | $2,637-86.8% |
| Participant deferral / active EE | $1,335 | $3,376-60.4% | $4,567-70.8% | $4,528-70.5% |
| Admin fee / account holder | $1,598 | $316+406.2% | $6,412-75.1% | $348+359.5% |