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 | $46,400 | $78,485-40.9% | $106,213-56.3% | $74,495-37.7% |
| Participation rate | 31.9% | 72.8%-40.9pp | 75.3%-43.4pp | 67.2%-35.3pp |
| Annual return | 15.22% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $687 | $2,523-72.8% | $3,171-78.3% | $2,623-73.8% |
| Participant deferral / active EE | $1,269 | $4,322-70.6% | $5,016-74.7% | $4,346-70.8% |
| Admin fee / account holder | $1,990 | $2,232-10.9% | $11,033-82.0% | $1,942+2.5% |