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 | $204,623 | $78,422+160.9% | $95,952+113.3% | $79,858+156.2% |
| Participation rate | 48.5% | 73.5%-25.0pp | 77.1%-28.6pp | 69.6%-21.1pp |
| Annual return | 13.16% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,294 | $3,440-4.2% | $4,167-21.0% | $3,740-11.9% |
| Admin fee / account holder | $3,235 | $5,622-42.5% | $6,795-52.4% | $5,306-39.0% |