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 9-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 | $104,586 | $96,635+8.2% | $86,612+20.8% | $139,434-25.0% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 13.26% | 106.41%-93.2pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,690 | $3,263-48.2% | $3,022-44.1% | $4,751-64.4% |
| Participant deferral / active EE | $552 | $4,836-88.6% | $4,438-87.6% | $6,710-91.8% |
| Admin fee / account holder | $459 | $6,408-92.8% | $5,614-91.8% | $11,403-96.0% |