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 | $55,226 | $95,803-42.4% | $113,168-51.2% | $84,808-34.9% |
| Participation rate | 67.1% | 72.9%-5.7pp | 76.6%-9.4pp | 68.3%-1.2pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $434 | $2,360-81.6% | $2,975-85.4% | $2,631-83.5% |
| Participant deferral / active EE | $3,104 | $4,242-26.8% | $5,107-39.2% | $4,212-26.3% |
| Admin fee / account holder | $1,602 | $8,989-82.2% | $12,068-86.7% | $7,344-78.2% |