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 | $25,135 | $101,069-75.1% | $81,478-69.2% | $147,584-83.0% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 14.67% | 32.40%-17.7pp | 38.78%-24.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $55 | $3,205-98.3% | $2,568-97.9% | $4,876-98.9% |
| Participant deferral / active EE | $2,440 | $4,242-42.5% | $3,537-31.0% | $5,439-55.1% |
| Admin fee / account holder | $603 | $5,812-89.6% | $4,561-86.8% | $10,885-94.5% |