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 | $121,678 | $99,652+22.1% | $78,778+54.5% | $147,584-17.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 14.00% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $112 | $2,796-96.0% | $1,986-94.4% | $4,876-97.7% |
| Participant deferral / active EE | $1,600 | $3,664-56.3% | $2,958-45.9% | $5,439-70.6% |
| Admin fee / account holder | $961 | $7,155-86.6% | $5,134-81.3% | $10,885-91.2% |