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 | $82,420 | $48,364+70.4% | $71,796+14.8% | $62,891+31.1% |
| Participation rate | 24.7% | 60.6%-35.9pp | 69.1%-44.4pp | 69.3%-44.6pp |
| Annual return | 7.17% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $104 | $1,042-90.0% | $1,924-94.6% | $2,281-95.4% |
| Participant deferral / active EE | $1,307 | $2,091-37.5% | $2,794-53.2% | $3,203-59.2% |
| Admin fee / account holder | $8,972 | $3,771+137.9% | $4,815+86.3% | $4,296+108.9% |