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 | $32,258 | $78,705-59.0% | $117,854-72.6% | $70,131-54.0% |
| Participation rate | 59.8% | 73.2%-13.4pp | 79.7%-19.9pp | 69.5%-9.8pp |
| Annual return | 18.53% | 23.30%-4.8pp | 335.08%-316.5pp | 73.14%-54.6pp |
| Employer contribution / active EE | $782 | $2,223-64.8% | $3,786-79.4% | $2,342-66.6% |
| Participant deferral / active EE | $1,380 | $3,297-58.1% | $4,482-69.2% | $3,332-58.6% |
| Admin fee / account holder | $2,507 | $5,065-50.5% | $8,020-68.7% | $4,645-46.0% |