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 | $98,287 | $95,266+3.2% | $82,389+19.3% | $142,382-31.0% |
| Participation rate | 47.8% | 74.5%-26.6pp | 69.5%-21.7pp | 80.1%-32.3pp |
| Annual return | 16.91% | 25.74%-8.8pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $409 | $2,991-86.3% | $2,517-83.8% | $4,299-90.5% |
| Participant deferral / active EE | $3,300 | $4,809-31.4% | $4,155-20.6% | $6,507-49.3% |
| Admin fee / account holder | $1,124 | $8,563-86.9% | $7,231-84.5% | $12,624-91.1% |