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 | $23,367 | $49,915-53.2% | $154,803-84.9% | $74,304-68.6% |
| Participation rate | 24.0% | 54.0%-30.0pp | 78.1%-54.1pp | 60.3%-36.4pp |
| Annual return | 14.86% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $330 | $1,611-79.5% | $4,305-92.3% | $2,241-85.3% |
| Participant deferral / active EE | $579 | $2,255-74.3% | $5,540-89.5% | $3,767-84.6% |
| Admin fee / account holder | $528 | $2,189-75.9% | $14,329-96.3% | $2,969-82.2% |