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 | $138,674 | $81,460+70.2% | $103,333+34.2% | $80,856+71.5% |
| Participation rate | 56.1% | 66.8%-10.7pp | 74.5%-18.4pp | 67.6%-11.5pp |
| Annual return | 14.27% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $790 | $3,105-74.6% | $3,868-79.6% | $2,755-71.3% |
| Participant deferral / active EE | $4,914 | $3,869+27.0% | $5,057-2.8% | $4,296+14.4% |
| Admin fee / account holder | $763 | $6,566-88.4% | $8,355-90.9% | $6,918-89.0% |