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 | $83,866 | $95,453-12.1% | $112,040-25.1% | $82,448+1.7% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 18.25% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,271 | $2,318-45.2% | $2,954-57.0% | $2,551-50.2% |
| Participant deferral / active EE | $1,414 | $4,224-66.5% | $5,098-72.3% | $4,139-65.8% |
| Admin fee / account holder | $640 | $9,013-92.9% | $12,098-94.7% | $7,234-91.2% |