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 | $77,037 | $116,175-33.7% | $93,606-17.7% | $152,861-49.6% |
| Participation rate | 13.6% | 78.0%-64.4pp | 75.8%-62.2pp | 82.4%-68.8pp |
| Annual return | 3686.11% | 35.96%+3650.1pp | 32.76%+3653.3pp | 345.32%+3340.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $328 | $4,603-92.9% | $4,069-91.9% | $5,850-94.4% |
| Admin fee / account holder | $460 | $10,748-95.7% | $7,888-94.2% | $11,596-96.0% |