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 | $85,472 | $59,417+43.9% | $93,606-8.7% | $74,495+14.7% |
| Participation rate | 26.0% | 59.7%-33.7pp | 68.7%-42.7pp | 67.2%-41.2pp |
| Annual return | 11.65% | 81.83%-70.2pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $747 | $1,264-40.9% | $2,420-69.1% | $2,623-71.5% |
| Participant deferral / active EE | $1,319 | $3,050-56.8% | $4,411-70.1% | $4,346-69.6% |
| Admin fee / account holder | $11,091 | $3,021+267.1% | $8,285+33.9% | $1,942+471.2% |