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 | $104,452 | $95,803+9.0% | $113,168-7.7% | $84,808+23.2% |
| Participation rate | 34.4% | 72.9%-38.4pp | 76.6%-42.1pp | 68.3%-33.9pp |
| Annual return | 13.75% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $265 | $2,360-88.8% | $2,975-91.1% | $2,631-89.9% |
| Participant deferral / active EE | $3,185 | $4,242-24.9% | $5,107-37.6% | $4,212-24.4% |
| Admin fee / account holder | $7,199 | $8,989-19.9% | $12,068-40.3% | $7,344-2.0% |