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 | $31,574 | $114,381-72.4% | $107,525-70.6% | $142,382-77.8% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 39.30% | 242.71%-203.4pp | 181.32%-142.0pp | 217.08%-177.8pp |
| Employer contribution / active EE | $1,133 | $4,015-71.8% | $3,754-69.8% | $4,299-73.6% |
| Participant deferral / active EE | $1,412 | $5,564-74.6% | $5,116-72.4% | $6,507-78.3% |
| Admin fee / account holder | $3,913 | $9,860-60.3% | $8,919-56.1% | $12,624-69.0% |