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 | $122,940 | $111,724+10.0% | $93,606+31.3% | $145,922-15.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 18.10% | 202.98%-184.9pp | 133.20%-115.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $403 | $3,090-87.0% | $2,420-83.4% | $4,660-91.4% |
| Participant deferral / active EE | $2,684 | $4,912-45.4% | $4,411-39.2% | $6,688-59.9% |
| Admin fee / account holder | $8,191 | $10,250-20.1% | $8,285-1.1% | $13,397-38.9% |