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 | $174,353 | $177,572-1.8% | $154,803+12.6% | $142,382+22.5% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.1%-65.6pp | 80.1%-67.6pp |
| Annual return | 13.92% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $613 | $4,810-87.3% | $4,305-85.8% | $4,299-85.7% |
| Participant deferral / active EE | $1,972 | $6,272-68.6% | $5,540-64.4% | $6,507-69.7% |
| Admin fee / account holder | $1,325 | $16,786-92.1% | $14,329-90.8% | $12,624-89.5% |