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 | $27,516 | $58,726-53.1% | $92,233-70.2% | $62,292-55.8% |
| Participation rate | 43.0% | 68.3%-25.3pp | 76.5%-33.5pp | 69.5%-26.5pp |
| Annual return | 13.55% | 43.62%-30.1pp | 176.28%-162.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $360 | $2,392-84.9% | $3,679-90.2% | $2,042-82.4% |
| Participant deferral / active EE | $1,414 | $2,766-48.9% | $3,897-63.7% | $3,169-55.4% |
| Admin fee / account holder | $413 | $556-25.7% | $5,194-92.0% | $479-13.7% |