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 | $95,849 | $202,318-52.6% | $172,739-44.5% | $152,861-37.3% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 18.58% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,973 | $5,856-66.3% | $5,143-61.6% | $4,762-58.6% |
| Participant deferral / active EE | $2,064 | $5,948-65.3% | $5,198-60.3% | $5,850-64.7% |
| Admin fee / account holder | $3,087 | $17,109-82.0% | $13,954-77.9% | $11,596-73.4% |