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 | $76,602 | $106,749-28.2% | $145,433-47.3% | $82,448-7.1% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 15.60% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $559 | $3,444-83.8% | $4,554-87.7% | $2,551-78.1% |
| Participant deferral / active EE | $5,899 | $6,519-9.5% | $7,897-25.3% | $4,139+42.5% |
| Admin fee / account holder | $4,284 | $8,390-48.9% | $13,129-67.4% | $7,234-40.8% |