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 | $69,906 | $45,343+54.2% | $150,298-53.5% | $67,986+2.8% |
| Participation rate | 33.3% | 51.9%-18.5pp | 77.8%-44.4pp | 57.2%-23.9pp |
| Annual return | 16.62% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $160 | $1,462-89.0% | $4,154-96.1% | $2,019-92.1% |
| Participant deferral / active EE | $1,505 | $2,055-26.7% | $5,453-72.4% | $3,358-55.2% |
| Admin fee / account holder | $1,128 | $2,250-49.8% | $14,116-92.0% | $3,203-64.8% |