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 | $86,861 | $56,897+52.7% | $84,750+2.5% | $62,891+38.1% |
| Participation rate | 25.7% | 68.5%-42.8pp | 76.6%-50.9pp | 69.3%-43.6pp |
| Annual return | 7.41% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $304 | $2,400-87.3% | $3,574-91.5% | $2,281-86.7% |
| Participant deferral / active EE | $2,199 | $2,709-18.8% | $3,712-40.8% | $3,203-31.4% |
| Admin fee / account holder | $3,155 | $3,581-11.9% | $5,332-40.8% | $4,296-26.5% |