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 | $88,173 | $53,777+64.0% | $134,143-34.3% | $79,858+10.4% |
| Participation rate | 44.1% | 58.8%-14.7pp | 72.2%-28.1pp | 69.6%-25.6pp |
| Annual return | 10.32% | 19.01%-8.7pp | 36.33%-26.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $530 | $1,321-59.9% | $3,704-85.7% | $2,471-78.5% |
| Participant deferral / active EE | $794 | $2,420-67.2% | $3,499-77.3% | $3,740-78.8% |
| Admin fee / account holder | $6,888 | $3,984+72.9% | $6,684+3.0% | $5,306+29.8% |