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 | $58,528 | $99,985-41.5% | $146,665-60.1% | $85,850-31.8% |
| Participation rate | 63.0% | 73.1%-10.0pp | 80.1%-17.0pp | 69.3%-6.3pp |
| Annual return | 12.19% | 18.93%-6.7pp | 22.74%-10.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $398 | $2,559-84.5% | $4,136-90.4% | $2,565-84.5% |
| Participant deferral / active EE | $2,540 | $4,006-36.6% | $5,506-53.9% | $3,952-35.7% |
| Admin fee / account holder | $8,445 | $7,702+9.6% | $10,280-17.8% | $6,260+34.9% |