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 | $47,541 | $70,428-32.5% | $96,562-50.8% | $85,850-44.6% |
| Participation rate | 58.0% | 61.8%-3.8pp | 69.8%-11.8pp | 69.3%-11.3pp |
| Annual return | 12.19% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,647 | $2,894-43.1% | $3,849-57.2% | $3,952-58.3% |
| Admin fee / account holder | $4,377 | $4,997-12.4% | $6,181-29.2% | $6,260-30.1% |