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 | $142,617 | $162,781-12.4% | $133,956+6.5% | $158,922-10.3% |
| Participation rate | 55.0% | 83.2%-28.2pp | 79.8%-24.8pp | 82.0%-27.0pp |
| Annual return | 13.16% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $780 | $4,975-84.3% | $3,919-80.1% | $4,761-83.6% |
| Participant deferral / active EE | $3,981 | $5,911-32.7% | $5,048-21.1% | $5,982-33.5% |
| Admin fee / account holder | $2,396 | $11,736-79.6% | $8,927-73.2% | $11,246-78.7% |