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 | $87,872 | $77,813+12.9% | $123,544-28.9% | $64,186+36.9% |
| Participation rate | 29.5% | 74.7%-45.2pp | 82.3%-52.8pp | 69.6%-40.1pp |
| Annual return | -6.59% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $975 | $3,014-67.6% | $4,628-78.9% | $2,381-59.0% |
| Participant deferral / active EE | $2,208 | $5,240-57.9% | $6,426-65.6% | $3,470-36.4% |
| Admin fee / account holder | $5,853 | $5,519+6.1% | $9,284-37.0% | $4,888+19.7% |