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 | $74,302 | $176,947-58.0% | $95,585-22.3% | - |
| Participation rate | 66.7% | 61.8%+4.8pp | 72.1%-5.4pp | - |
| Annual return | 33.44% | 15.13%+18.3pp | 38.56%-5.1pp | - |
| Employer contribution / active EE | $689 | $2,196-68.6% | $2,527-72.7% | - |
| Participant deferral / active EE | $5,296 | $4,114+28.7% | $4,023+31.6% | - |
| Admin fee / account holder | $2,775 | $22,209-87.5% | $6,127-54.7% | - |