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 | $25,304 | $89,753-71.8% | $107,525-76.5% | $84,808-70.2% |
| Participation rate | 54.4% | 68.1%-13.6pp | 75.1%-20.6pp | 68.3%-13.9pp |
| Annual return | 16.99% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,205 | $3,113+35.1% | $3,754+12.0% | $2,631+59.8% |
| Participant deferral / active EE | $290 | $4,056-92.9% | $5,116-94.3% | $4,212-93.1% |
| Admin fee / account holder | $5,707 | $7,222-21.0% | $8,919-36.0% | $7,344-22.3% |