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 | $36,256 | $81,248-55.4% | $155,509-76.7% | $80,856-55.2% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 13.29% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,077 | $3,100-65.3% | $4,672-77.0% | $2,755-60.9% |
| Participant deferral / active EE | $800 | $3,452-76.8% | $5,626-85.8% | $4,296-81.4% |
| Admin fee / account holder | $2,509 | $7,997-68.6% | $15,912-84.2% | $6,918-63.7% |