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 4-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 | $9,074 | $30,400-70.2% | $53,898-83.2% | $84,808-89.3% |
| Participation rate | 7.9% | 46.4%-38.5pp | 55.0%-47.1pp | 68.3%-60.4pp |
| Annual return | 14.65% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $85 | $603-85.9% | $932-90.9% | $2,631-96.8% |
| Participant deferral / active EE | $94 | $1,199-92.2% | $1,826-94.9% | $4,212-97.8% |
| Admin fee / account holder | $717 | $1,993-64.0% | $2,491-71.2% | $7,344-90.2% |