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 | $161,308 | $80,717+99.8% | $154,803+4.2% | $84,808+90.2% |
| Participation rate | 10.0% | 66.8%-56.8pp | 78.1%-68.1pp | 68.3%-58.3pp |
| Annual return | 16.73% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $289 | $2,761-89.5% | $4,305-93.3% | $2,631-89.0% |
| Participant deferral / active EE | $1,030 | $3,303-68.8% | $5,540-81.4% | $4,212-75.5% |
| Admin fee / account holder | $8,366 | $6,746+24.0% | $14,329-41.6% | $7,344+13.9% |