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.
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 | $19,484 | $49,227-60.4% | $70,449-72.3% | $79,858-75.6% |
| Participation rate | 40.6% | 69.2%-28.5pp | 75.1%-34.4pp | 69.6%-29.0pp |
| Annual return | 7.82% | 30.06%-22.2pp | 109.03%-101.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $502 | $2,768-81.9% | $3,709-86.5% | $3,740-86.6% |
| Admin fee / account holder | $945 | $2,878-67.2% | $3,845-75.4% | $5,306-82.2% |