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 | $88,408 | $102,317-13.6% | $146,958-39.8% | $80,856+9.3% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.2%-38.0pp | 67.6%-23.5pp |
| Annual return | 17.71% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $944 | $3,713-74.6% | $4,933-80.9% | $2,755-65.7% |
| Participant deferral / active EE | $2,288 | $6,644-65.6% | $8,070-71.6% | $4,296-46.7% |
| Admin fee / account holder | $932 | $7,941-88.3% | $12,998-92.8% | $6,918-86.5% |