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 | $130,914 | $104,251+25.6% | $91,001+43.9% | $147,584-11.3% |
| Participation rate | 57.9% | 78.2%-20.3pp | 75.6%-17.7pp | 82.8%-24.9pp |
| Annual return | 10.71% | 27.06%-16.4pp | 4.60%+6.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $121 | $3,116-96.1% | $2,456-95.1% | $4,876-97.5% |
| Participant deferral / active EE | $5,366 | $4,195+27.9% | $3,547+51.3% | $5,439-1.3% |
| Admin fee / account holder | $6,672 | $8,948-25.4% | $5,417+23.2% | $10,885-38.7% |