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 | $42,066 | $91,407-54.0% | $135,903-69.0% | $71,457-41.1% |
| Participation rate | 40.4% | 75.7%-35.2pp | 81.9%-41.5pp | 67.9%-27.5pp |
| Annual return | 17.38% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,232 | $3,703-66.7% | $4,856-74.6% | $2,588-52.4% |
| Participant deferral / active EE | $2,024 | $7,092-71.5% | $7,758-73.9% | $4,289-52.8% |
| Admin fee / account holder | $4,785 | $1,266+278.0% | $10,762-55.5% | $1,587+201.4% |