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 | $48,366 | $181,894-73.4% | $156,549-69.1% | $273,961-82.3% |
| Participation rate | 15.4% | 88.4%-73.0pp | 84.0%-68.6pp | 83.0%-67.6pp |
| Annual return | 27.06% | 30.74%-3.7pp | 32.23%-5.2pp | 41.45%-14.4pp |
| Employer contribution / active EE | $924 | $6,248-85.2% | $5,501-83.2% | $4,869-81.0% |
| Participant deferral / active EE | $5,657 | $5,550+1.9% | $4,871+16.1% | $5,287+7.0% |
| Admin fee / account holder | $10,601 | $15,559-31.9% | $13,027-18.6% | $10,132+4.6% |