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 | $42,872 | $150,440-71.5% | $136,294-68.5% | $147,584-71.0% |
| Participation rate | 54.2% | 84.4%-30.3pp | 81.9%-27.8pp | 82.8%-28.7pp |
| Annual return | 13.11% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,723 | $6,630-74.0% | $6,247-72.4% | $5,439-68.3% |
| Admin fee / account holder | $1,767 | $10,905-83.8% | $9,243-80.9% | $10,885-83.8% |