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 | $95,293 | $99,985-4.7% | $146,665-35.0% | $85,850+11.0% |
| Participation rate | 47.9% | 73.1%-25.1pp | 80.1%-32.2pp | 69.3%-21.4pp |
| Annual return | 44.16% | 18.93%+25.2pp | 22.74%+21.4pp | 318.53%-274.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,477 | $4,006-63.1% | $5,506-73.2% | $3,952-62.6% |
| Admin fee / account holder | $4,828 | $7,702-37.3% | $10,280-53.0% | $6,260-22.9% |