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 7-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 | $25,228 | $82,664-69.5% | $125,339-79.9% | $68,494-63.2% |
| Participation rate | 25.7% | 75.0%-49.3pp | 82.4%-56.7pp | 67.9%-42.2pp |
| Annual return | 20.36% | -5.97%+26.3pp | 572.05%-551.7pp | -7.84%+28.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $862 | $6,110-85.9% | $7,446-88.4% | $4,027-78.6% |
| Admin fee / account holder | $546 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |