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 | $91,766 | $84,233+8.9% | $170,442-46.2% | $70,131+30.8% |
| Participation rate | 61.3% | 70.8%-9.5pp | 83.6%-22.3pp | 69.5%-8.3pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $30 | $3,387-99.1% | $5,433-99.4% | $2,342-98.7% |
| Participant deferral / active EE | $3,548 | $3,086+15.0% | $4,939-28.2% | $3,332+6.5% |
| Admin fee / account holder | $8,312 | $5,698+45.9% | $13,880-40.1% | $4,645+78.9% |