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 | $66,939 | $84,233-20.5% | $170,442-60.7% | $70,131-4.6% |
| Participation rate | 36.8% | 70.8%-34.0pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 17.69% | 23.06%-5.4pp | 205.93%-188.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $224 | $3,387-93.4% | $5,433-95.9% | $2,342-90.4% |
| Participant deferral / active EE | $2,141 | $3,086-30.6% | $4,939-56.7% | $3,332-35.7% |
| Admin fee / account holder | $1,454 | $5,698-74.5% | $13,880-89.5% | $4,645-68.7% |