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 | $24,485 | $103,376-76.3% | $87,100-71.9% | $152,861-84.0% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 15.25% | 28.10%-12.8pp | 28.19%-12.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $760 | $3,220-76.4% | $2,521-69.9% | $4,762-84.0% |
| Participant deferral / active EE | $760 | $4,778-84.1% | $4,049-81.2% | $5,850-87.0% |
| Admin fee / account holder | $12,678 | $12,205+3.9% | $7,497+69.1% | $11,596+9.3% |