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 | $23,702 | $63,346-62.6% | $92,233-74.3% | $70,131-66.2% |
| Participation rate | 41.9% | 68.7%-26.7pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 22.95% | 530.12%-507.2pp | 176.28%-153.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,012 | $2,854-64.5% | $3,897-74.0% | $3,332-69.6% |
| Admin fee / account holder | $2,088 | $3,840-45.6% | $5,194-59.8% | $4,645-55.0% |