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 | $151,723 | $106,515+42.4% | $96,683+56.9% | $139,434+8.8% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 21.09% | 38.43%-17.3pp | 35.69%-14.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $36 | $4,103-99.1% | $3,737-99.0% | $4,751-99.2% |
| Participant deferral / active EE | $2,741 | $5,454-49.7% | $4,878-43.8% | $6,710-59.1% |
| Admin fee / account holder | $13,065 | $7,877+65.9% | $6,730+94.1% | $11,403+14.6% |