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 | $88,377 | $71,050+24.4% | $93,606-5.6% | $80,856+9.3% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.6%-45.4pp |
| Annual return | 14.54% | 11.26%+3.3pp | 133.20%-118.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $417 | $1,564-73.4% | $2,420-82.8% | $2,755-84.9% |
| Participant deferral / active EE | $746 | $4,034-81.5% | $4,411-83.1% | $4,296-82.6% |
| Admin fee / account holder | $2,252 | $6,945-67.6% | $8,285-72.8% | $6,918-67.5% |