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 | $19,827 | $48,076-58.8% | $78,689-74.8% | $62,891-68.5% |
| Participation rate | 18.0% | 65.2%-47.2pp | 73.6%-55.6pp | 69.3%-51.3pp |
| Annual return | 5.12% | 31.35%-26.2pp | 62.18%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $315 | $2,015-84.4% | $2,851-89.0% | $2,281-86.2% |
| Participant deferral / active EE | $381 | $2,588-85.3% | $3,517-89.2% | $3,203-88.1% |
| Admin fee / account holder | $1,447 | $3,207-54.9% | $4,510-67.9% | $4,296-66.3% |