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 | $205,734 | $167,484+22.8% | $151,611+35.7% | $134,475+53.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -10.94% | 7.80%-18.7pp | 3.33%-14.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $538 | $6,829-92.1% | $6,166-91.3% | $4,740-88.7% |
| Participant deferral / active EE | $7,998 | $8,986-11.0% | $8,363-4.4% | $6,400+25.0% |
| Admin fee / account holder | $9,769 | $13,783-29.1% | $11,616-15.9% | $11,426-14.5% |