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 | $58,924 | $73,004-19.3% | $90,749-35.1% | $68,494-14.0% |
| Participation rate | 37.0% | 70.8%-33.8pp | 75.7%-38.7pp | 67.9%-30.9pp |
| Annual return | -16.85% | -13.81%-3.0pp | -12.16%-4.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $988 | $2,193-55.0% | $2,921-66.2% | $2,596-62.0% |
| Participant deferral / active EE | $1,148 | $3,627-68.4% | $4,564-74.9% | $4,027-71.5% |
| Admin fee / account holder | $10,645 | $5,896+80.5% | $8,445+26.1% | $5,403+97.0% |