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 | $64,315 | $124,319-48.3% | $111,297-42.2% | $167,490-61.6% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 13.33% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $975 | $3,435-71.6% | $2,731-64.3% | $4,837-79.8% |
| Participant deferral / active EE | $1,304 | $5,180-74.8% | $4,487-70.9% | $6,341-79.4% |
| Admin fee / account holder | $11,158 | $10,618+5.1% | $7,964+40.1% | $12,309-9.4% |