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 | $84,096 | $66,402+26.6% | $109,895-23.5% | $85,850-2.0% |
| Participation rate | 33.3% | 63.9%-30.5pp | 74.2%-40.9pp | 69.3%-36.0pp |
| Annual return | 18.27% | 19.59%-1.3pp | 29.45%-11.2pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,368 | $2,842-51.9% | $4,048-66.2% | $3,952-65.4% |
| Admin fee / account holder | $3,465 | $4,557-24.0% | $6,066-42.9% | $6,260-44.7% |