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 | $116,943 | $175,202-33.3% | $149,673-21.9% | $139,434-16.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 20.68% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,446 | $5,474-73.6% | $4,818-70.0% | $4,751-69.6% |
| Participant deferral / active EE | $1,866 | $6,519-71.4% | $5,680-67.2% | $6,710-72.2% |
| Admin fee / account holder | $711 | $16,150-95.6% | $13,210-94.6% | $11,403-93.8% |