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 | $61,913 | $54,705+13.2% | $71,209-13.1% | $84,808-27.0% |
| Participation rate | 64.2% | 64.1%+0.1pp | 73.8%-9.6pp | 68.3%-4.2pp |
| Annual return | 17.02% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $197 | $2,158-90.9% | $2,721-92.8% | $2,631-92.5% |
| Participant deferral / active EE | $3,910 | $3,030+29.0% | $4,175-6.4% | $4,212-7.2% |
| Admin fee / account holder | $1,691 | $4,863-65.2% | $5,349-68.4% | $7,344-77.0% |