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 | $139,213 | $103,376+34.7% | $87,100+59.8% | $152,861-8.9% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.9%-23.0pp | 82.4%-28.6pp |
| Annual return | 21.95% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $421 | $3,220-86.9% | $2,521-83.3% | $4,762-91.2% |
| Participant deferral / active EE | $1,880 | $4,778-60.7% | $4,049-53.6% | $5,850-67.9% |
| Admin fee / account holder | $2,672 | $12,205-78.1% | $7,497-64.4% | $11,596-77.0% |