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 7-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 | $29,592 | $106,749-72.3% | $145,433-79.7% | $82,448-64.1% |
| Participation rate | 48.3% | 75.6%-27.4pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 14.26% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,435 | $3,444-58.3% | $4,554-68.5% | $2,551-43.8% |
| Participant deferral / active EE | $2,127 | $6,519-67.4% | $7,897-73.1% | $4,139-48.6% |
| Admin fee / account holder | $7,615 | $8,390-9.2% | $13,129-42.0% | $7,234+5.3% |