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 | $54,845 | $45,073+21.7% | $69,455-21.0% | $72,985-24.9% |
| Participation rate | 17.5% | 68.5%-51.0pp | 74.6%-57.1pp | 69.5%-52.0pp |
| Annual return | 14.73% | 22.65%-7.9pp | 28.97%-14.2pp | 81.00%-66.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $756 | $2,602-70.9% | $3,535-78.6% | $3,607-79.0% |
| Admin fee / account holder | $6,057 | $3,056+98.2% | $3,839+57.8% | $5,124+18.2% |