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 7-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 | $8,011 | $69,207-88.4% | $64,056-87.5% | $139,434-94.3% |
| Participation rate | 38.5% | 75.6%-37.1pp | 72.3%-33.8pp | 80.3%-41.9pp |
| Annual return | 11.93% | 45.88%-34.0pp | 33.69%-21.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $544 | $3,182-82.9% | $2,747-80.2% | $4,751-88.5% |
| Participant deferral / active EE | $571 | $4,682-87.8% | $3,880-85.3% | $6,710-91.5% |
| Admin fee / account holder | $3,134 | $4,244-26.2% | $3,068+2.1% | $11,403-72.5% |