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 | $20,612 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 29.78% | 79.19%-49.4pp | 68.23%-38.4pp | 372.94%-343.2pp |
| Employer contribution / active EE | $1,098 | $5,243-79.1% | $4,856-77.4% | $4,751-76.9% |
| Participant deferral / active EE | $1,759 | $8,100-78.3% | $7,758-77.3% | $6,710-73.8% |
| Admin fee / account holder | $1,353 | $12,400-89.1% | $10,762-87.4% | $11,403-88.1% |