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 | $46,060 | $88,360-47.9% | $145,433-68.3% | $67,986-32.3% |
| Participation rate | 12.2% | 65.5%-53.3pp | 82.1%-69.9pp | 57.2%-45.0pp |
| Annual return | 16.52% | 63.15%-46.6pp | 66.58%-50.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $474 | $3,054-84.5% | $4,554-89.6% | $2,019-76.5% |
| Participant deferral / active EE | $1,479 | $5,932-75.1% | $7,897-81.3% | $3,358-55.9% |
| Admin fee / account holder | $3,981 | $3,313+20.1% | $13,129-69.7% | $3,203+24.3% |