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 | $85,188 | $54,541+56.2% | $78,778+8.1% | $70,131+21.5% |
| Participation rate | 45.1% | 60.8%-15.7pp | 69.2%-24.1pp | 69.5%-24.4pp |
| Annual return | 20.78% | 21.07%-0.3pp | 35.62%-14.8pp | 73.14%-52.4pp |
| Employer contribution / active EE | $324 | $1,089-70.3% | $1,986-83.7% | $2,342-86.2% |
| Participant deferral / active EE | $760 | $2,210-65.6% | $2,958-74.3% | $3,332-77.2% |
| Admin fee / account holder | $2,622 | $3,709-29.3% | $5,134-48.9% | $4,645-43.5% |