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 | $37,247 | $79,184-53.0% | $102,438-63.6% | $74,546-50.0% |
| Participation rate | 40.7% | 74.8%-34.1pp | 76.5%-35.8pp | 67.2%-26.5pp |
| Annual return | 23.29% | 54.95%-31.7pp | 29.37%-6.1pp | 1366.03%-1342.7pp |
| Employer contribution / active EE | $1,376 | $2,362-41.8% | $3,024-54.5% | $2,624-47.6% |
| Participant deferral / active EE | $1,847 | $4,414-58.2% | $5,054-63.5% | $4,347-57.5% |
| Admin fee / account holder | $2,966 | $2,001+48.2% | $9,448-68.6% | $1,944+52.6% |