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 9-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 | $30,885 | $49,915-38.1% | $154,803-80.0% | $74,304-58.4% |
| Participation rate | 4.4% | 54.0%-49.6pp | 78.1%-73.7pp | 60.3%-56.0pp |
| Annual return | 14.05% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $163 | $2,255-92.8% | $5,540-97.1% | $3,767-95.7% |
| Admin fee / account holder | $5,265 | $2,189+140.5% | $14,329-63.3% | $2,969+77.3% |