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 | $74,164 | $78,672-5.7% | $109,143-32.0% | $85,850-13.6% |
| Participation rate | 50.8% | 68.3%-17.5pp | 75.9%-25.1pp | 69.3%-18.5pp |
| Annual return | 13.43% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $523 | $2,735-80.9% | $3,722-85.9% | $2,565-79.6% |
| Participant deferral / active EE | $1,841 | $3,467-46.9% | $4,653-60.4% | $3,952-53.4% |
| Admin fee / account holder | $11,877 | $5,469+117.2% | $6,752+75.9% | $6,260+89.7% |