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 | $16,410 | $65,409-74.9% | $98,442-83.3% | $85,850-80.9% |
| Participation rate | 35.0% | 65.0%-30.0pp | 73.3%-38.3pp | 69.3%-34.3pp |
| Annual return | 13.82% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $672 | $3,166-78.8% | $4,276-84.3% | $3,952-83.0% |
| Admin fee / account holder | $598 | $4,593-87.0% | $5,949-89.9% | $6,260-90.4% |