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 6-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 | $111,057 | $91,538+21.3% | $129,995-14.6% | $75,163+47.8% |
| Participation rate | 64.6% | 71.4%-6.9pp | 78.5%-13.9pp | 67.2%-2.6pp |
| Annual return | 13.13% | -631.11%+644.2pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,821 | $2,845+34.3% | $4,320-11.6% | $2,670+43.1% |
| Participant deferral / active EE | $1,437 | $4,341-66.9% | $5,820-75.3% | $4,125-65.2% |
| Admin fee / account holder | $694 | $6,790-89.8% | $10,614-93.5% | $5,651-87.7% |