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 | $119,614 | $95,803+24.9% | $113,168+5.7% | $84,808+41.0% |
| Participation rate | 63.0% | 72.9%-9.9pp | 76.6%-13.6pp | 68.3%-5.3pp |
| Annual return | 14.68% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $304 | $2,360-87.1% | $2,975-89.8% | $2,631-88.4% |
| Participant deferral / active EE | $5,123 | $4,242+20.8% | $5,107+0.3% | $4,212+21.6% |
| Admin fee / account holder | $5,165 | $8,989-42.5% | $12,068-57.2% | $7,344-29.7% |