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 | $146,799 | $62,672+134.2% | $185,117-20.7% | $70,131+109.3% |
| Participation rate | 57.6% | 63.8%-6.2pp | 77.3%-19.7pp | 69.5%-12.0pp |
| Annual return | 18.61% | 40.79%-22.2pp | 40.50%-21.9pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,727 | $3,272+105.6% | $5,045+33.3% | $3,332+101.9% |
| Admin fee / account holder | $2,320 | $3,932-41.0% | $8,159-71.6% | $4,645-50.1% |