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 | $98,847 | $78,672+25.6% | $109,143-9.4% | $85,850+15.1% |
| Participation rate | 43.8% | 68.3%-24.5pp | 75.9%-32.1pp | 69.3%-25.6pp |
| Annual return | 14.11% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $358 | $2,735-86.9% | $3,722-90.4% | $2,565-86.0% |
| Participant deferral / active EE | $3,055 | $3,467-11.9% | $4,653-34.4% | $3,952-22.7% |
| Admin fee / account holder | $15,588 | $5,469+185.0% | $6,752+130.9% | $6,260+149.0% |