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 | $83,022 | $80,968+2.5% | $96,544-14.0% | $75,163+10.5% |
| Participation rate | 37.6% | 71.8%-34.1pp | 76.0%-38.3pp | 67.2%-29.6pp |
| Annual return | 17.30% | 27.06%-9.8pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $258 | $2,282-88.7% | $2,965-91.3% | $2,670-90.3% |
| Participant deferral / active EE | $2,817 | $3,928-28.3% | $4,851-41.9% | $4,125-31.7% |
| Admin fee / account holder | $3,735 | $6,724-44.5% | $8,252-54.7% | $5,651-33.9% |