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 | $81,432 | $73,933+10.1% | $96,683-15.8% | $75,163+8.3% |
| Participation rate | 67.2% | 66.4%+0.8pp | 74.3%-7.1pp | 67.2%0pp |
| Annual return | 19.61% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $58 | $2,928-98.0% | $3,737-98.4% | $2,670-97.8% |
| Participant deferral / active EE | $5,376 | $3,659+46.9% | $4,878+10.2% | $4,125+30.3% |
| Admin fee / account holder | $6,999 | $5,216+34.2% | $6,730+4.0% | $5,651+23.8% |