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 | $80,858 | $57,016+41.8% | $84,966-4.8% | $80,8560% |
| Participation rate | 27.0% | 56.3%-29.3pp | 67.5%-40.5pp | 67.6%-40.6pp |
| Annual return | 15.76% | 21.66%-5.9pp | 66.38%-50.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $138 | $1,798-92.3% | $2,727-94.9% | $2,755-95.0% |
| Participant deferral / active EE | $1,876 | $3,110-39.7% | $4,519-58.5% | $4,296-56.3% |
| Admin fee / account holder | $5,458 | $4,980+9.6% | $6,149-11.2% | $6,918-21.1% |