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 | $18,796 | $82,664-77.3% | $125,339-85.0% | $68,494-72.6% |
| Participation rate | 63.3% | 75.0%-11.8pp | 82.4%-19.1pp | 67.9%-4.6pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,357 | $3,381-59.9% | $4,814-71.8% | $2,596-47.7% |
| Participant deferral / active EE | $2,217 | $6,110-63.7% | $7,446-70.2% | $4,027-44.9% |
| Admin fee / account holder | $3,965 | $6,275-36.8% | $10,010-60.4% | $5,403-26.6% |