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 | $123,960 | $106,515+16.4% | $96,683+28.2% | $139,434-11.1% |
| Participation rate | 26.1% | 77.8%-51.8pp | 74.3%-48.3pp | 80.3%-54.2pp |
| Annual return | 14.49% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $577 | $4,103-85.9% | $3,737-84.6% | $4,751-87.9% |
| Participant deferral / active EE | $3,014 | $5,454-44.7% | $4,878-38.2% | $6,710-55.1% |
| Admin fee / account holder | $1,731 | $7,877-78.0% | $6,730-74.3% | $11,403-84.8% |