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 | $78,155 | $118,450-34.0% | $98,439-20.6% | $139,434-43.9% |
| Participation rate | 37.5% | 77.4%-39.9pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 14.11% | 18.94%-4.8pp | 21.16%-7.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,373 | $5,392-74.5% | $4,738-71.0% | $6,710-79.5% |
| Admin fee / account holder | $1,571 | $14,026-88.8% | $8,948-82.4% | $11,403-86.2% |