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 | $29,142 | $56,060-48.0% | $76,002-61.7% | $80,874-64.0% |
| Participation rate | 40.5% | 62.0%-21.5pp | 69.1%-28.5pp | 67.6%-27.1pp |
| Annual return | 10.33% | 20.54%-10.2pp | 360.07%-349.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $573 | $1,873-69.4% | $2,688-78.7% | $2,756-79.2% |
| Participant deferral / active EE | $941 | $3,051-69.2% | $4,257-77.9% | $4,297-78.1% |
| Admin fee / account holder | $707 | $5,237-86.5% | $6,414-89.0% | $6,935-89.8% |