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 | $71,365 | $179,726-60.3% | $156,263-54.3% | $142,382-49.9% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.9%-14.6pp | 80.1%-15.8pp |
| Annual return | 22.18% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $427 | $5,069-91.6% | $4,333-90.1% | $4,299-90.1% |
| Participant deferral / active EE | $3,443 | $6,956-50.5% | $6,158-44.1% | $6,507-47.1% |
| Admin fee / account holder | $1,773 | $17,272-89.7% | $14,255-87.6% | $12,624-86.0% |