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 | $130,999 | $60,349+117.1% | $74,183+76.6% | $62,891+108.3% |
| Participation rate | 43.2% | 72.7%-29.5pp | 76.6%-33.4pp | 69.3%-26.1pp |
| Annual return | 6.69% | 21.37%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,171 | $1,680+88.7% | $2,370+33.8% | $2,281+39.0% |
| Participant deferral / active EE | $644 | $2,856-77.4% | $3,550-81.8% | $3,203-79.9% |
| Admin fee / account holder | $926 | $4,261-78.3% | $5,586-83.4% | $4,296-78.4% |