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 | $47,853 | $78,422-39.0% | $95,952-50.1% | $79,858-40.1% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 20.34% | 19.37%+1.0pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $183 | $1,945-90.6% | $2,541-92.8% | $2,471-92.6% |
| Participant deferral / active EE | $2,071 | $3,440-39.8% | $4,167-50.3% | $3,740-44.6% |
| Admin fee / account holder | $5,607 | $5,622-0.3% | $6,795-17.5% | $5,306+5.7% |