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 9-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 | $65,994 | $86,922-24.1% | $102,438-35.6% | $80,874-18.4% |
| Participation rate | 40.4% | 72.4%-32.0pp | 76.5%-36.1pp | 67.6%-27.2pp |
| Annual return | 10.47% | 18.90%-8.4pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,445 | $4,119-64.9% | $5,054-71.4% | $4,297-66.4% |
| Admin fee / account holder | $9,428 | $8,050+17.1% | $9,448-0.2% | $6,935+35.9% |