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 3-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 | $17,567 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 43.5% | 84.0%-40.5pp | 82.3%-38.8pp | 80.1%-36.6pp |
| Annual return | 13.49% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,039 | $4,961-79.0% | $4,693-77.9% | $4,299-75.8% |
| Participant deferral / active EE | $2,322 | $8,310-72.1% | $7,997-71.0% | $6,507-64.3% |
| Admin fee / account holder | $1,771 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |