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 5-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 | $101,536 | $74,927+35.5% | $101,794-0.3% | $84,808+19.7% |
| Participation rate | 29.2% | 61.4%-32.2pp | 69.2%-40.0pp | 68.3%-39.1pp |
| Annual return | 15.15% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $375 | $1,522-75.4% | $2,289-83.6% | $2,631-85.8% |
| Participant deferral / active EE | $1,138 | $3,099-63.3% | $4,084-72.1% | $4,212-73.0% |
| Admin fee / account holder | $1,438 | $6,514-77.9% | $8,777-83.6% | $7,344-80.4% |