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 | $68,124 | $85,766-20.6% | $136,294-50.0% | $70,131-2.9% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 30.55% | 31.45%-0.9pp | 5155.94%-5125.4pp | 73.14%-42.6pp |
| Employer contribution / active EE | $1,220 | $2,966-58.9% | $4,695-74.0% | $2,342-47.9% |
| Participant deferral / active EE | $1,839 | $5,051-63.6% | $6,247-70.6% | $3,332-44.8% |
| Admin fee / account holder | $3,054 | $5,420-43.7% | $9,243-67.0% | $4,645-34.3% |