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 | $159,017 | $127,100+25.1% | $105,738+50.4% | $135,375+17.5% |
| Participation rate | 34.8% | 82.7%-47.9pp | 76.3%-41.6pp | 82.6%-47.9pp |
| Annual return | -6.82% | 4.49%-11.3pp | 6.27%-13.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $518 | $4,107-87.4% | $3,268-84.1% | $4,779-89.2% |
| Participant deferral / active EE | $3,501 | $5,064-30.9% | $4,080-14.2% | $5,609-37.6% |
| Admin fee / account holder | $6,627 | $9,087-27.1% | $6,913-4.1% | $10,827-38.8% |