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 | $81,184 | $61,660+31.7% | $80,019+1.5% | $64,186+26.5% |
| Participation rate | 23.1% | 71.7%-48.6pp | 75.8%-52.8pp | 69.6%-46.5pp |
| Annual return | 13.89% | -0.33%+14.2pp | 11.22%+2.7pp | 7.63%+6.3pp |
| Employer contribution / active EE | $565 | $1,810-68.8% | $2,468-77.1% | $2,381-76.3% |
| Participant deferral / active EE | $1,022 | $2,968-65.6% | $3,686-72.3% | $3,470-70.6% |
| Admin fee / account holder | $2,933 | $5,417-45.9% | $6,521-55.0% | $4,888-40.0% |