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 | $45,501 | $99,957-54.5% | $149,696-69.6% | $73,488-38.1% |
| Participation rate | 67.9% | 75.7%-7.8pp | 82.5%-14.6pp | 70.7%-2.8pp |
| Annual return | 16.12% | 53.87%-37.7pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $797 | $3,191-75.0% | $4,644-82.8% | $2,270-64.9% |
| Participant deferral / active EE | $2,542 | $6,073-58.1% | $6,842-62.8% | $3,740-32.0% |
| Admin fee / account holder | $5,221 | $551+848.1% | $9,309-43.9% | $513+917.7% |