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 | $109,630 | $146,267-25.0% | $197,124-44.4% | $82,448+33.0% |
| Participation rate | 59.4% | 84.0%-24.6pp | 86.7%-27.3pp | 68.1%-8.7pp |
| Annual return | 16.73% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,260 | $7,035+3.2% | $9,135-20.5% | $4,139+75.4% |
| Admin fee / account holder | $3,246 | $14,422-77.5% | $16,298-80.1% | $7,234-55.1% |