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 | $55,010 | $63,346-13.2% | $92,233-40.4% | $70,131-21.6% |
| Participation rate | 40.8% | 68.7%-27.9pp | 76.5%-35.7pp | 69.5%-28.7pp |
| Annual return | 13.97% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $450 | $2,471-81.8% | $3,679-87.8% | $2,342-80.8% |
| Participant deferral / active EE | $2,737 | $2,854-4.1% | $3,897-29.8% | $3,332-17.8% |
| Admin fee / account holder | $8,349 | $3,840+117.4% | $5,194+60.8% | $4,645+79.7% |