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 5-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 | $8,266 | $29,548-72.0% | $56,411-85.3% | $77,643-89.4% |
| Participation rate | 7.3% | 32.7%-25.4pp | 52.5%-45.2pp | 70.6%-63.3pp |
| Annual return | 12.51% | 19.01%-6.5pp | 1701.33%-1688.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $133 | $568-76.7% | $1,039-87.2% | $2,726-95.1% |
| Participant deferral / active EE | $267 | $1,061-74.9% | $1,952-86.3% | $4,647-94.3% |
| Admin fee / account holder | $329 | $1,046-68.6% | $2,829-88.4% | $430-23.6% |