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 | $55,943 | $159,901-65.0% | $146,958-61.9% | $145,922-61.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.92% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,686 | $5,286-68.1% | $4,933-65.8% | $4,660-63.8% |
| Participant deferral / active EE | $1,793 | $8,428-78.7% | $8,070-77.8% | $6,688-73.2% |
| Admin fee / account holder | $18,286 | $15,044+21.6% | $12,998+40.7% | $13,397+36.5% |