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 9-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.
Participant 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 | $22,589 | $65,041-65.3% | $90,951-75.2% | $79,858-71.7% |
| Participation rate | 30.5% | 61.6%-31.1pp | 69.0%-38.5pp | 69.6%-39.1pp |
| Annual return | 20.36% | 30.45%-10.1pp | 134.60%-114.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $686 | $1,247-45.0% | $2,122-67.7% | $2,471-72.2% |
| Participant deferral / active EE | $891 | $2,512-64.5% | $3,373-73.6% | $3,740-76.2% |
| Admin fee / account holder | $3,450 | $4,536-23.9% | $5,959-42.1% | $5,306-35.0% |