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 | $57,544 | $176,947-67.5% | $53,898+6.8% | - |
| Participation rate | 48.5% | 61.8%-13.4pp | 55.0%-6.5pp | - |
| Annual return | 15.49% | 15.13%+0.4pp | 528.60%-513.1pp | - |
| Employer contribution / active EE | $383 | $2,196-82.5% | $932-58.9% | - |
| Participant deferral / active EE | $2,394 | $4,114-41.8% | $1,826+31.1% | - |
| Admin fee / account holder | $1,416 | $22,209-93.6% | $2,491-43.2% | - |