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 | $73,454 | $64,348+14.2% | $90,160-18.5% | $70,131+4.7% |
| Participation rate | 29.2% | 70.4%-41.3pp | 76.9%-47.7pp | 69.5%-40.4pp |
| Annual return | 19.01% | 28.13%-9.1pp | 34.88%-15.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,327 | $2,046+13.7% | $3,318-29.9% | $2,342-0.7% |
| Participant deferral / active EE | $1,564 | $4,389-64.4% | $5,288-70.4% | $3,332-53.1% |
| Admin fee / account holder | $2,756 | $3,944-30.1% | $5,943-53.6% | $4,645-40.7% |