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 | $153,496 | $165,335-7.2% | $149,696+2.5% | $158,922-3.4% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 25.07% | 348.15%-323.1pp | 276.60%-251.5pp | 302.83%-277.8pp |
| Employer contribution / active EE | $725 | $5,103-85.8% | $4,644-84.4% | $4,761-84.8% |
| Participant deferral / active EE | $3,488 | $7,181-51.4% | $6,842-49.0% | $5,982-41.7% |
| Admin fee / account holder | $18,950 | $10,807+75.4% | $9,309+103.6% | $11,246+68.5% |