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 | $93,708 | $62,586+49.7% | $76,768+22.1% | $64,186+46.0% |
| Participation rate | 67.2% | 72.8%-5.6pp | 77.0%-9.7pp | 69.6%-2.4pp |
| Annual return | -6.53% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $370 | $1,832-79.8% | $2,485-85.1% | $2,381-84.5% |
| Participant deferral / active EE | $4,501 | $3,145+43.1% | $3,852+16.9% | $3,470+29.7% |
| Admin fee / account holder | $2,062 | $4,667-55.8% | $6,675-69.1% | $4,888-57.8% |