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 | $166,710 | $81,208+105.3% | $98,907+68.6% | $79,858+108.8% |
| Participation rate | 56.8% | 72.5%-15.7pp | 76.0%-19.2pp | 69.6%-12.8pp |
| Annual return | 14.86% | 60.99%-46.1pp | 196.43%-181.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $527 | $1,960-73.1% | $2,689-80.4% | $2,471-78.7% |
| Participant deferral / active EE | $1,097 | $3,265-66.4% | $4,244-74.1% | $3,740-70.7% |
| Admin fee / account holder | $5,477 | $6,013-8.9% | $6,642-17.5% | $5,306+3.2% |