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 | $30,195 | $80,724-62.6% | $103,333-70.8% | $74,495-59.5% |
| Participation rate | 46.1% | 65.7%-19.6pp | 74.5%-28.4pp | 67.2%-21.1pp |
| Annual return | 11.53% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,173 | $3,157-62.9% | $3,868-69.7% | $2,623-55.3% |
| Participant deferral / active EE | $1,371 | $3,860-64.5% | $5,057-72.9% | $4,346-68.4% |
| Admin fee / account holder | $4,374 | $2,368+84.7% | $8,355-47.6% | $1,942+125.3% |