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 | $60,670 | $102,317-40.7% | $146,958-58.7% | $80,856-25.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 18.25% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,238 | $3,713-66.7% | $4,933-74.9% | $2,755-55.1% |
| Participant deferral / active EE | $2,360 | $6,644-64.5% | $8,070-70.8% | $4,296-45.1% |
| Admin fee / account holder | $6,362 | $7,941-19.9% | $12,998-51.1% | $6,918-8.0% |