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 | $73,704 | $117,841-37.5% | $102,423-28.0% | $145,922-49.5% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 26.55% | 31.65%-5.1pp | 29.32%-2.8pp | 561.29%-534.7pp |
| Employer contribution / active EE | $485 | $3,615-86.6% | $3,023-84.0% | $4,660-89.6% |
| Participant deferral / active EE | $4,163 | $5,731-27.4% | $5,053-17.6% | $6,688-37.8% |
| Admin fee / account holder | $1,971 | $13,326-85.2% | $9,451-79.1% | $13,397-85.3% |