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 | $54,821 | $86,332-36.5% | $125,175-56.2% | $65,185-15.9% |
| Participation rate | 44.7% | 75.3%-30.6pp | 79.8%-35.1pp | 70.2%-25.5pp |
| Annual return | 31.37% | 27.43%+3.9pp | 43.79%-12.4pp | 29.38%+2.0pp |
| Employer contribution / active EE | $332 | $2,040-83.7% | $3,865-91.4% | $2,177-84.7% |
| Participant deferral / active EE | $2,107 | $3,537-40.4% | $4,937-57.3% | $3,514-40.0% |
| Admin fee / account holder | $641 | $609+5.2% | $9,702-93.4% | $847-24.4% |