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 | $69,492 | $104,475-33.5% | $159,436-56.4% | $79,386-12.5% |
| Participation rate | 59.8% | 76.6%-16.8pp | 82.8%-23.0pp | 70.7%-10.9pp |
| Annual return | 21.71% | 67.95%-46.2pp | 263.57%-241.9pp | 116.85%-95.1pp |
| Employer contribution / active EE | $1,284 | $3,417-62.4% | $4,829-73.4% | $2,427-47.1% |
| Participant deferral / active EE | $2,304 | $6,467-64.4% | $7,352-68.7% | $4,046-43.0% |
| Admin fee / account holder | $1,986 | $711+179.3% | $10,799-81.6% | $626+217.1% |