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 | $90,064 | $52,279+72.3% | $89,391+0.8% | $79,858+12.8% |
| Participation rate | 31.3% | 57.5%-26.3pp | 68.0%-36.7pp | 69.6%-38.4pp |
| Annual return | 11.81% | 22.16%-10.3pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $82 | $1,572-94.8% | $2,586-96.8% | $2,471-96.7% |
| Participant deferral / active EE | $2,386 | $2,740-12.9% | $3,890-38.7% | $3,740-36.2% |
| Admin fee / account holder | $36,481 | $3,356+986.9% | $4,881+647.4% | $5,306+587.5% |