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 | $156,183 | $59,839+161.0% | $81,983+90.5% | $79,858+95.6% |
| Participation rate | 15.0% | 61.6%-46.6pp | 69.2%-54.2pp | 69.6%-54.6pp |
| Annual return | 18.57% | 17.56%+1.0pp | 41.31%-22.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,954 | $2,695+158.0% | $3,722+86.8% | $3,740+85.9% |
| Admin fee / account holder | $10,183 | $4,287+137.5% | $5,664+79.8% | $5,306+91.9% |