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 | $103,512 | $177,572-41.7% | $154,803-33.1% | $142,382-27.3% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.1%-31.4pp | 80.1%-33.5pp |
| Annual return | 17.59% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $699 | $4,810-85.5% | $4,305-83.8% | $4,299-83.8% |
| Participant deferral / active EE | $3,792 | $6,272-39.5% | $5,540-31.6% | $6,507-41.7% |
| Admin fee / account holder | $16,492 | $16,786-1.8% | $14,329+15.1% | $12,624+30.6% |