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 | $38,113 | $54,541-30.1% | $78,778-51.6% | $70,131-45.7% |
| Participation rate | 24.4% | 60.8%-36.4pp | 69.2%-44.8pp | 69.5%-45.2pp |
| Annual return | 12.46% | 21.07%-8.6pp | 35.62%-23.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $257 | $1,089-76.4% | $1,986-87.1% | $2,342-89.0% |
| Participant deferral / active EE | $514 | $2,210-76.8% | $2,958-82.6% | $3,332-84.6% |
| Admin fee / account holder | $394 | $3,709-89.4% | $5,134-92.3% | $4,645-91.5% |