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 | $107,086 | $81,460+31.5% | $103,333+3.6% | $80,856+32.4% |
| Participation rate | 53.2% | 66.8%-13.7pp | 74.5%-21.3pp | 67.6%-14.5pp |
| Annual return | 11.84% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $544 | $3,105-82.5% | $3,868-85.9% | $2,755-80.2% |
| Participant deferral / active EE | $6,447 | $3,869+66.6% | $5,057+27.5% | $4,296+50.1% |
| Admin fee / account holder | $8,926 | $6,566+35.9% | $8,355+6.8% | $6,918+29.0% |