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 | $61,133 | $115,882-47.2% | $100,516-39.2% | $158,922-61.5% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 15.80% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,868 | $6,674-72.0% | $6,270-70.2% | $5,982-68.8% |
| Admin fee / account holder | $17,518 | $10,995+59.3% | $8,081+116.8% | $11,246+55.8% |