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 | $79,668 | $138,562-42.5% | $246,525-67.7% | $116,875-31.8% |
| Participation rate | 59.8% | 72.8%-13.1pp | 82.0%-22.2pp | 74.5%-14.8pp |
| Annual return | 16.87% | 16.14%+0.7pp | 0.46%+16.4pp | 16.29%+0.6pp |
| Employer contribution / active EE | $389 | $4,835-91.9% | $7,467-94.8% | $3,288-88.2% |
| Participant deferral / active EE | $3,283 | $4,207-22.0% | $5,422-39.5% | $3,885-15.5% |
| Admin fee / account holder | $1,310 | $18,110-92.8% | $16,551-92.1% | $12,263-89.3% |