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 | $102,606 | $95,803+7.1% | $113,168-9.3% | $84,808+21.0% |
| Participation rate | 64.6% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.7pp |
| Annual return | 14.85% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $651 | $2,360-72.4% | $2,975-78.1% | $2,631-75.2% |
| Participant deferral / active EE | $4,103 | $4,242-3.3% | $5,107-19.7% | $4,212-2.6% |
| Admin fee / account holder | $1,697 | $8,989-81.1% | $12,068-85.9% | $7,344-76.9% |