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 | $25,705 | $106,230-75.8% | $80,975-68.3% | - |
| Participation rate | 20.2% | 59.7%-39.4pp | 75.8%-55.6pp | - |
| Annual return | 36.79% | 1.70%+35.1pp | 17.10%+19.7pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,714-100.0% | - |
| Participant deferral / active EE | $1,159 | $3,737-69.0% | $5,696-79.7% | - |
| Admin fee / account holder | $994 | $5,451-81.8% | $5,516-82.0% | - |