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 | $58,402 | $106,515-45.2% | $96,683-39.6% | $139,434-58.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 25.70% | 38.43%-12.7pp | 35.69%-10.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $316 | $4,103-92.3% | $3,737-91.5% | $4,751-93.3% |
| Participant deferral / active EE | $3,399 | $5,454-37.7% | $4,878-30.3% | $6,710-49.3% |
| Admin fee / account holder | $333 | $7,877-95.8% | $6,730-95.1% | $11,403-97.1% |