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 | $112,911 | $82,882+36.2% | $127,761-11.6% | $72,985+54.7% |
| Participation rate | 22.5% | 71.5%-49.0pp | 79.0%-56.5pp | 69.5%-47.0pp |
| Annual return | 21.49% | 32.20%-10.7pp | 26.14%-4.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $331 | $3,346-90.1% | $4,574-92.8% | $2,440-86.4% |
| Participant deferral / active EE | $1,812 | $4,791-62.2% | $6,021-69.9% | $3,607-49.8% |
| Admin fee / account holder | $15,764 | $6,487+143.0% | $9,395+67.8% | $5,124+207.6% |