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 | $186,701 | $163,101+14.5% | $136,749+36.5% | $142,382+31.1% |
| Participation rate | 45.5% | 78.2%-32.8pp | 72.1%-26.7pp | 80.1%-34.7pp |
| Annual return | 11.68% | 27.54%-15.9pp | 24.33%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $365 | $4,117-91.1% | $3,400-89.3% | $4,299-91.5% |
| Participant deferral / active EE | $1,459 | $5,585-73.9% | $4,692-68.9% | $6,507-77.6% |
| Admin fee / account holder | $1,830 | $14,318-87.2% | $11,386-83.9% | $12,624-85.5% |