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 8-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 | $28,169 | $64,480-56.3% | $81,382-65.4% | $80,856-65.2% |
| Participation rate | 10.3% | 63.9%-53.6pp | 69.5%-59.2pp | 67.6%-57.3pp |
| Annual return | 15.05% | 16.34%-1.3pp | 24.73%-9.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $448 | $1,978-77.4% | $2,463-81.8% | $2,755-83.7% |
| Participant deferral / active EE | $874 | $3,094-71.7% | $3,883-77.5% | $4,296-79.7% |
| Admin fee / account holder | $1,542 | $5,671-72.8% | $5,768-73.3% | $6,918-77.7% |