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 | $20,823 | $102,604-79.7% | $86,188-75.8% | $139,434-85.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 20.03% | 1922.51%-1902.5pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $943 | $3,032-68.9% | $2,380-60.4% | $4,751-80.2% |
| Participant deferral / active EE | $977 | $4,676-79.1% | $3,985-75.5% | $6,710-85.4% |
| Admin fee / account holder | $391 | $8,657-95.5% | $6,852-94.3% | $11,403-96.6% |