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 | $31,930 | $165,335-80.7% | $149,696-78.7% | $158,922-79.9% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 16.54% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,057 | $5,103-79.3% | $4,644-77.3% | $4,761-77.8% |
| Participant deferral / active EE | $1,506 | $7,181-79.0% | $6,842-78.0% | $5,982-74.8% |
| Admin fee / account holder | $745 | $10,807-93.1% | $9,309-92.0% | $11,246-93.4% |