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 | $86,164 | $198,466-56.6% | $170,442-49.4% | $147,584-41.6% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 21.98% | 257.29%-235.3pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,050 | $6,184-83.0% | $5,433-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $4,613 | $5,629-18.0% | $4,939-6.6% | $5,439-15.2% |
| Admin fee / account holder | $1,592 | $16,852-90.6% | $13,880-88.5% | $10,885-85.4% |