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 | $27,893 | $118,680-76.5% | $98,907-71.8% | $158,922-82.4% |
| Participation rate | 64.7% | 77.8%-13.1pp | 76.0%-11.3pp | 82.0%-17.3pp |
| Annual return | 13.96% | 372.35%-358.4pp | 196.43%-182.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $571 | $3,333-82.9% | $2,689-78.8% | $4,761-88.0% |
| Participant deferral / active EE | $719 | $5,088-85.9% | $4,244-83.1% | $5,982-88.0% |
| Admin fee / account holder | $2,122 | $10,131-79.1% | $6,642-68.1% | $11,246-81.1% |