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 | $105,466 | $162,781-35.2% | $133,956-21.3% | $158,922-33.6% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 14.60% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $765 | $4,975-84.6% | $3,919-80.5% | $4,761-83.9% |
| Participant deferral / active EE | $3,684 | $5,911-37.7% | $5,048-27.0% | $5,982-38.4% |
| Admin fee / account holder | $686 | $11,736-94.2% | $8,927-92.3% | $11,246-93.9% |