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 | $46,615 | $71,050-34.4% | $93,606-50.2% | $80,856-42.3% |
| Participation rate | 43.4% | 60.4%-17.0pp | 68.7%-25.3pp | 67.6%-24.2pp |
| Annual return | 11.00% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $234 | $1,564-85.1% | $2,420-90.3% | $2,755-91.5% |
| Participant deferral / active EE | $3,645 | $4,034-9.6% | $4,411-17.4% | $4,296-15.2% |
| Admin fee / account holder | $15,512 | $6,945+123.4% | $8,285+87.2% | $6,918+124.2% |