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 | $192,354 | $127,777+50.5% | $106,548+80.5% | $167,490+14.8% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 13.40% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $495 | $3,427-85.6% | $2,819-82.5% | $4,837-89.8% |
| Participant deferral / active EE | $2,190 | $5,087-57.0% | $4,398-50.2% | $6,341-65.5% |
| Admin fee / account holder | $3,079 | $11,228-72.6% | $7,407-58.4% | $12,309-75.0% |