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 | $43,636 | $76,552-43.0% | $123,892-64.8% | $62,891-30.6% |
| Participation rate | 40.4% | 73.0%-32.6pp | 81.4%-41.0pp | 69.3%-28.9pp |
| Annual return | 6.08% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $55 | $2,883-98.1% | $4,617-98.8% | $2,281-97.6% |
| Participant deferral / active EE | $2,837 | $4,840-41.4% | $5,984-52.6% | $3,203-11.4% |
| Admin fee / account holder | $10,696 | $4,826+121.6% | $8,357+28.0% | $4,296+149.0% |