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 | $87,679 | $71,883+22.0% | $86,677+1.2% | $68,494+28.0% |
| Participation rate | 50.7% | 72.2%-21.6pp | 76.6%-25.9pp | 67.9%-17.2pp |
| Annual return | -17.24% | 3.52%-20.8pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $767 | $2,173-64.7% | $2,836-73.0% | $2,596-70.5% |
| Participant deferral / active EE | $1,698 | $3,779-55.1% | $4,656-63.5% | $4,027-57.8% |
| Admin fee / account holder | $4,213 | $6,112-31.1% | $7,493-43.8% | $5,403-22.0% |