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 | $148,504 | $140,986+5.3% | $198,754-25.3% | $116,875+27.1% |
| Participation rate | 60.7% | 77.3%-16.6pp | 81.4%-20.7pp | 74.5%-13.8pp |
| Annual return | 13.77% | 18.14%-4.4pp | 4947.04%-4933.3pp | 16.29%-2.5pp |
| Employer contribution / active EE | $278 | $4,137-93.3% | $4,008-93.1% | $3,288-91.5% |
| Participant deferral / active EE | $2,783 | $3,620-23.1% | $4,138-32.7% | $3,885-28.4% |
| Admin fee / account holder | $5,800 | $11,748-50.6% | $12,082-52.0% | $12,263-52.7% |