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 | $49,611 | $150,440-67.0% | $136,294-63.6% | $147,584-66.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 17.62% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $968 | $5,256-81.6% | $4,695-79.4% | $4,876-80.2% |
| Participant deferral / active EE | $2,091 | $6,630-68.5% | $6,247-66.5% | $5,439-61.6% |
| Admin fee / account holder | $1,843 | $10,905-83.1% | $9,243-80.1% | $10,885-83.1% |