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 | $62,672 | $162,781-61.5% | $133,956-53.2% | $158,922-60.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 16.41% | 41.94%-25.5pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $698 | $4,975-86.0% | $3,919-82.2% | $4,761-85.3% |
| Participant deferral / active EE | $3,919 | $5,911-33.7% | $5,048-22.4% | $5,982-34.5% |
| Admin fee / account holder | $1,041 | $11,736-91.1% | $8,927-88.3% | $11,246-90.7% |