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 7-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 | $48,717 | $91,552-46.8% | $133,956-63.6% | $79,858-39.0% |
| Participation rate | 29.2% | 73.3%-44.1pp | 79.8%-50.6pp | 69.6%-40.4pp |
| Annual return | 23.40% | 61.85%-38.4pp | 45.09%-21.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $897 | $2,384-62.4% | $3,919-77.1% | $2,471-63.7% |
| Participant deferral / active EE | $1,380 | $3,733-63.0% | $5,048-72.7% | $3,740-63.1% |
| Admin fee / account holder | $743 | $6,321-88.3% | $8,927-91.7% | $5,306-86.0% |