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 | $61,932 | $83,477-25.8% | $125,175-50.5% | $72,985-15.1% |
| Participation rate | 45.8% | 73.3%-27.5pp | 79.8%-34.0pp | 69.5%-23.7pp |
| Annual return | 21.84% | 25.78%-3.9pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $346 | $2,345-85.3% | $3,865-91.1% | $2,440-85.8% |
| Participant deferral / active EE | $1,761 | $3,585-50.9% | $4,937-64.3% | $3,607-51.2% |
| Admin fee / account holder | $3,611 | $5,517-34.5% | $9,702-62.8% | $5,124-29.5% |