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 | $22,926 | $70,669-67.6% | $169,368-86.5% | $75,163-69.5% |
| Participation rate | 42.9% | 64.8%-21.9pp | 77.1%-34.3pp | 67.2%-24.3pp |
| Annual return | 14.43% | 36.36%-21.9pp | 405.60%-391.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $600 | $2,211-72.9% | $4,013-85.1% | $2,670-77.5% |
| Participant deferral / active EE | $958 | $4,311-77.8% | $6,221-84.6% | $4,125-76.8% |
| Admin fee / account holder | $2,915 | $5,402-46.0% | $9,003-67.6% | $5,651-48.4% |