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 | $10,665 | $58,208-81.7% | $81,812-87.0% | $80,856-86.8% |
| Participation rate | 56.3% | 63.4%-7.2pp | 72.3%-16.1pp | 67.6%-11.4pp |
| Annual return | 13.81% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $599 | $2,340-74.4% | $2,912-79.4% | $2,755-78.2% |
| Participant deferral / active EE | $705 | $3,281-78.5% | $4,319-83.7% | $4,296-83.6% |
| Admin fee / account holder | $984 | $4,981-80.2% | $7,386-86.7% | $6,918-85.8% |