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 8-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 | $23,116 | $58,627-60.6% | $76,735-69.9% | $82,448-72.0% |
| Participation rate | 27.9% | 63.2%-35.3pp | 69.5%-41.6pp | 68.1%-40.2pp |
| Annual return | 16.73% | 39.10%-22.4pp | 29.77%-13.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $879 | $3,134-72.0% | $4,088-78.5% | $4,139-78.8% |
| Admin fee / account holder | $5,911 | $5,323+11.1% | $7,189-17.8% | $7,234-18.3% |