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 | $63,725 | $53,822+18.4% | $75,696-15.8% | $85,850-25.8% |
| Participation rate | 25.9% | 69.1%-43.1pp | 74.8%-48.9pp | 69.3%-43.4pp |
| Annual return | 17.41% | 24.54%-7.1pp | 104.53%-87.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,578 | $2,895-10.9% | $3,821-32.5% | $3,952-34.8% |
| Admin fee / account holder | $5,730 | $3,343+71.4% | $3,619+58.3% | $6,260-8.5% |