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 | $80,977 | $72,492+11.7% | $87,100-7.0% | $72,985+11.0% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 17.25% | 24.46%-7.2pp | 28.19%-10.9pp | 81.00%-63.8pp |
| Employer contribution / active EE | $444 | $1,894-76.5% | $2,521-82.4% | $2,440-81.8% |
| Participant deferral / active EE | $3,737 | $3,270+14.3% | $4,049-7.7% | $3,607+3.6% |
| Admin fee / account holder | $4,490 | $5,055-11.2% | $7,497-40.1% | $5,124-12.4% |