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 | $56,466 | $62,586-9.8% | $76,768-26.4% | $64,186-12.0% |
| Participation rate | 29.0% | 72.8%-43.8pp | 77.0%-47.9pp | 69.6%-40.5pp |
| Annual return | -3.25% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,702 | $1,832-7.1% | $2,485-31.5% | $2,381-28.5% |
| Participant deferral / active EE | $593 | $3,145-81.1% | $3,852-84.6% | $3,470-82.9% |
| Admin fee / account holder | $7,635 | $4,667+63.6% | $6,675+14.4% | $4,888+56.2% |