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 | $157,204 | $85,766+83.3% | $136,294+15.3% | $70,131+124.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 81.9%-56.9pp | 69.5%-44.5pp |
| Annual return | 18.07% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $681 | $2,966-77.1% | $4,695-85.5% | $2,342-70.9% |
| Participant deferral / active EE | $1,866 | $5,051-63.1% | $6,247-70.1% | $3,332-44.0% |
| Admin fee / account holder | $4,983 | $5,420-8.1% | $9,243-46.1% | $4,645+7.3% |