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 | $128,487 | $57,057+125.2% | $85,009+51.1% | $80,874+58.9% |
| Participation rate | 65.5% | 56.4%+9.2pp | 67.5%-2.0pp | 67.6%-2.1pp |
| Annual return | 11.63% | 21.66%-10.0pp | 66.47%-54.8pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,588 | $3,112+15.3% | $4,522-20.6% | $4,297-16.5% |
| Admin fee / account holder | $6,553 | $4,986+31.4% | $6,153+6.5% | $6,935-5.5% |