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 6-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 | $13,977 | $41,078-66.0% | $80,569-82.7% | $71,457-80.4% |
| Participation rate | 5.4% | 50.2%-44.8pp | 67.0%-61.6pp | 67.9%-62.5pp |
| Annual return | 17.19% | 38.45%-21.3pp | 935.43%-918.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $226 | $2,699-91.6% | $4,447-94.9% | $4,289-94.7% |
| Admin fee / account holder | $365 | $1,840-80.2% | $5,377-93.2% | $1,587-77.0% |