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 | $65,103 | $71,370-8.8% | $78,805-17.4% | $71,370-8.8% |
| Participation rate | 15.4% | 55.1%-39.8pp | 73.6%-58.2pp | 55.1%-39.8pp |
| Annual return | 13.45% | 15.87%-2.4pp | -2.71%+16.2pp | 15.87%-2.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $4,059-100.0% | $1,874-100.0% |
| Participant deferral / active EE | $585 | $2,656-78.0% | $3,584-83.7% | $2,656-78.0% |
| Admin fee / account holder | $6,228 | $6,050+2.9% | $5,677+9.7% | $6,050+2.9% |