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 | $46,713 | $54,541-14.4% | $78,778-40.7% | $70,131-33.4% |
| Participation rate | 59.3% | 60.8%-1.5pp | 69.2%-9.9pp | 69.5%-10.3pp |
| Annual return | 14.29% | 21.07%-6.8pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $661 | $1,089-39.3% | $1,986-66.7% | $2,342-71.8% |
| Participant deferral / active EE | $945 | $2,210-57.2% | $2,958-68.0% | $3,332-71.6% |
| Admin fee / account holder | $1,456 | $3,709-60.7% | $5,134-71.6% | $4,645-68.7% |