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 | $193,759 | $85,022+127.9% | $70,515+174.8% | $139,434+39.0% |
| Participation rate | 22.2% | 73.9%-51.7pp | 68.3%-46.1pp | 80.3%-58.1pp |
| Annual return | 11.29% | 30.38%-19.1pp | 32.77%-21.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $765 | $5,890-87.0% | $4,567-83.2% | $6,710-88.6% |
| Admin fee / account holder | $91,772 | $8,906+930.5% | $6,412+1331.3% | $11,403+704.8% |