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 | $37,634 | $81,900-54.0% | $119,609-68.5% | $68,494-45.1% |
| Participation rate | 32.5% | 71.9%-39.4pp | 79.3%-46.7pp | 67.9%-35.4pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $976 | $2,693-63.8% | $4,232-76.9% | $2,596-62.4% |
| Participant deferral / active EE | $1,629 | $4,148-60.7% | $5,602-70.9% | $4,027-59.6% |
| Admin fee / account holder | $2,351 | $6,582-64.3% | $10,323-77.2% | $5,403-56.5% |