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 | $128,173 | $81,446+57.4% | $103,374+24.0% | $80,874+58.5% |
| Participation rate | 32.0% | 66.9%-34.9pp | 74.5%-42.5pp | 67.6%-35.6pp |
| Annual return | 12.98% | 25.57%-12.6pp | 24.89%-11.9pp | 35.62%-22.6pp |
| Employer contribution / active EE | $629 | $3,107-79.8% | $3,869-83.7% | $2,756-77.2% |
| Participant deferral / active EE | $1,674 | $3,870-56.8% | $5,058-66.9% | $4,297-61.1% |
| Admin fee / account holder | $9,918 | $6,715+47.7% | $8,394+18.2% | $6,935+43.0% |