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 | $85,293 | $62,127+37.3% | $81,382+4.8% | $74,495+14.5% |
| Participation rate | 14.4% | 64.0%-49.6pp | 69.5%-55.1pp | 67.2%-52.8pp |
| Annual return | 11.82% | 16.48%-4.7pp | 24.73%-12.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $691 | $1,882-63.3% | $2,463-72.0% | $2,623-73.7% |
| Participant deferral / active EE | $1,056 | $3,229-67.3% | $3,883-72.8% | $4,346-75.7% |
| Admin fee / account holder | $2,711 | $1,934+40.1% | $5,768-53.0% | $1,942+39.6% |