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 | $43,473 | $60,124-27.7% | $90,404-51.9% | $79,858-45.6% |
| Participation rate | 21.3% | 65.0%-43.7pp | 72.7%-51.4pp | 69.6%-48.4pp |
| Annual return | 10.55% | 71.94%-61.4pp | 1293.02%-1282.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $302 | $2,068-85.4% | $3,262-90.7% | $2,471-87.8% |
| Participant deferral / active EE | $558 | $2,938-81.0% | $3,963-85.9% | $3,740-85.1% |
| Admin fee / account holder | $1,884 | $3,976-52.6% | $5,611-66.4% | $5,306-64.5% |