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 | $78,041 | $124,425-37.3% | $112,040-30.3% | $137,256-43.1% |
| Participation rate | 59.1% | 79.3%-20.2pp | 76.5%-17.4pp | 80.0%-20.9pp |
| Annual return | 14.68% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $222 | $3,411-93.5% | $2,954-92.5% | $4,156-94.7% |
| Participant deferral / active EE | $1,885 | $5,718-67.0% | $5,098-63.0% | $6,407-70.6% |
| Admin fee / account holder | $2,595 | $15,207-82.9% | $12,098-78.5% | $12,270-78.8% |