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 | $35,564 | $63,346-43.9% | $92,233-61.4% | $70,131-49.3% |
| Participation rate | 44.3% | 68.7%-24.3pp | 76.5%-32.2pp | 69.5%-25.2pp |
| Annual return | 24.60% | 530.12%-505.5pp | 176.28%-151.7pp | 73.14%-48.5pp |
| Employer contribution / active EE | $610 | $2,471-75.3% | $3,679-83.4% | $2,342-74.0% |
| Participant deferral / active EE | $866 | $2,854-69.7% | $3,897-77.8% | $3,332-74.0% |
| Admin fee / account holder | $521 | $3,840-86.4% | $5,194-90.0% | $4,645-88.8% |