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 | $25,680 | $53,516-52.0% | $126,539-79.7% | $84,808-69.7% |
| Participation rate | 30.0% | 58.2%-28.2pp | 69.8%-39.8pp | 68.3%-38.3pp |
| Annual return | 14.86% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $208 | $1,535-86.4% | $3,674-94.3% | $2,631-92.1% |
| Participant deferral / active EE | $1,255 | $2,671-53.0% | $4,083-69.3% | $4,212-70.2% |
| Admin fee / account holder | $654 | $4,497-85.4% | $6,065-89.2% | $7,344-91.1% |