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 | $20,071 | $64,707-69.0% | $112,228-82.1% | $68,494-70.7% |
| Participation rate | 65.7% | 67.2%-1.5pp | 75.1%-9.4pp | 67.9%-2.2pp |
| Annual return | -16.57% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,379 | $2,746-13.4% | $3,635-34.5% | $2,596-8.4% |
| Participant deferral / active EE | $1,213 | $3,565-66.0% | $4,728-74.3% | $4,027-69.9% |
| Admin fee / account holder | $1,643 | $5,232-68.6% | $6,410-74.4% | $5,403-69.6% |