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 | $43,910 | $74,927-41.4% | $101,794-56.9% | $84,808-48.2% |
| Participation rate | 31.8% | 61.4%-29.6pp | 69.2%-37.4pp | 68.3%-36.5pp |
| Annual return | 18.95% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $344 | $1,522-77.4% | $2,289-85.0% | $2,631-86.9% |
| Participant deferral / active EE | $1,196 | $3,099-61.4% | $4,084-70.7% | $4,212-71.6% |
| Admin fee / account holder | $2,102 | $6,514-67.7% | $8,777-76.0% | $7,344-71.4% |