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 | $21,994 | $58,512-62.4% | $84,015-73.8% | $72,985-69.9% |
| Participation rate | 28.1% | 61.2%-33.1pp | 69.0%-40.9pp | 69.5%-41.4pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $459 | $2,394-80.8% | $3,239-85.8% | $3,607-87.3% |
| Admin fee / account holder | $447 | $4,569-90.2% | $6,101-92.7% | $5,124-91.3% |