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 | $77,928 | $57,828+34.8% | $117,039-33.4% | $70,131+11.1% |
| Participation rate | 63.9% | 67.1%-3.2pp | 77.2%-13.3pp | 69.5%-5.7pp |
| Annual return | 17.61% | 17.55%+0.1pp | 18.95%-1.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $398 | $1,816-78.1% | $3,785-89.5% | $2,342-83.0% |
| Participant deferral / active EE | $2,776 | $2,438+13.9% | $3,929-29.4% | $3,332-16.7% |
| Admin fee / account holder | $1,219 | $3,548-65.6% | $5,974-79.6% | $4,645-73.8% |