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 | $214,923 | $165,335+30.0% | $149,696+43.6% | $158,922+35.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 24.45% | 348.15%-323.7pp | 276.60%-252.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $166 | $5,103-96.7% | $4,644-96.4% | $4,761-96.5% |
| Participant deferral / active EE | $7,717 | $7,181+7.5% | $6,842+12.8% | $5,982+29.0% |
| Admin fee / account holder | $9,879 | $10,807-8.6% | $9,309+6.1% | $11,246-12.2% |