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 | $154,194 | $80,968+90.4% | $96,544+59.7% | $75,163+105.1% |
| Participation rate | 23.3% | 71.8%-48.5pp | 76.0%-52.7pp | 67.2%-43.9pp |
| Annual return | 16.27% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,053 | $3,928-47.7% | $4,851-57.7% | $4,125-50.2% |
| Admin fee / account holder | $48,114 | $6,724+615.5% | $8,252+483.0% | $5,651+751.4% |