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 | $39,207 | $48,076-18.4% | $78,689-50.2% | $62,891-37.7% |
| Participation rate | 15.2% | 65.2%-50.1pp | 73.6%-58.4pp | 69.3%-54.2pp |
| Annual return | 8.09% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $221 | $2,015-89.0% | $2,851-92.2% | $2,281-90.3% |
| Participant deferral / active EE | $612 | $2,588-76.4% | $3,517-82.6% | $3,203-80.9% |
| Admin fee / account holder | $879 | $3,207-72.6% | $4,510-80.5% | $4,296-79.5% |