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 8-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 | $43,965 | $95,803-54.1% | $113,168-61.2% | $84,808-48.2% |
| Participation rate | 68.8% | 72.9%-4.1pp | 76.6%-7.8pp | 68.3%+0.4pp |
| Annual return | 18.52% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,532 | $2,360-35.1% | $2,975-48.5% | $2,631-41.8% |
| Participant deferral / active EE | $1,879 | $4,242-55.7% | $5,107-63.2% | $4,212-55.4% |
| Admin fee / account holder | $1,644 | $8,989-81.7% | $12,068-86.4% | $7,344-77.6% |