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 | $79,096 | $86,286-8.3% | $111,297-28.9% | $85,850-7.9% |
| Participation rate | 34.5% | 73.3%-38.8pp | 77.3%-42.8pp | 69.3%-34.8pp |
| Annual return | 19.52% | 19.99%-0.5pp | 54.65%-35.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $616 | $2,043-69.9% | $2,731-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $1,297 | $3,641-64.4% | $4,487-71.1% | $3,952-67.2% |
| Admin fee / account holder | $776 | $8,188-90.5% | $7,964-90.3% | $6,260-87.6% |