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 | $74,664 | $78,705-5.1% | $117,854-36.6% | $70,131+6.5% |
| Participation rate | 22.2% | 73.2%-51.0pp | 79.7%-57.4pp | 69.5%-47.3pp |
| Annual return | 13.02% | 23.30%-10.3pp | 335.08%-322.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,488 | $3,297-24.5% | $4,482-44.5% | $3,332-25.3% |
| Admin fee / account holder | $1,239 | $5,065-75.5% | $8,020-84.5% | $4,645-73.3% |