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 | $62,145 | $58,926+5.5% | $97,226-36.1% | $74,495-16.6% |
| Participation rate | 23.3% | 63.5%-40.2pp | 72.7%-49.4pp | 67.2%-43.9pp |
| Annual return | 13.78% | 16.04%-2.3pp | 75.13%-61.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $569 | $1,894-70.0% | $2,729-79.2% | $2,623-78.3% |
| Participant deferral / active EE | $979 | $3,664-73.3% | $4,264-77.0% | $4,346-77.5% |
| Admin fee / account holder | $952 | $1,974-51.7% | $5,654-83.2% | $1,942-51.0% |