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 5-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 | $20,505 | $106,515-80.7% | $96,683-78.8% | $139,434-85.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 23.91% | 38.43%-14.5pp | 35.69%-11.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $4,135 | $4,103+0.8% | $3,737+10.6% | $4,751-13.0% |
| Participant deferral / active EE | $1,285 | $5,454-76.4% | $4,878-73.7% | $6,710-80.9% |
| Admin fee / account holder | $1,900 | $7,877-75.9% | $6,730-71.8% | $11,403-83.3% |