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 | $194,015 | $144,119+34.6% | $117,854+64.6% | $147,584+31.5% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 14.89% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $788 | $4,896-83.9% | $3,786-79.2% | $4,876-83.8% |
| Participant deferral / active EE | $5,957 | $5,316+12.1% | $4,482+32.9% | $5,439+9.5% |
| Admin fee / account holder | $3,411 | $10,886-68.7% | $8,020-57.5% | $10,885-68.7% |