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 | $40,466 | $116,175-65.2% | $93,606-56.8% | $152,861-73.5% |
| Participation rate | 40.9% | 78.0%-37.1pp | 75.8%-34.9pp | 82.4%-41.5pp |
| Annual return | 21.97% | 35.96%-14.0pp | 32.76%-10.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $850 | $3,218-73.6% | $2,718-68.7% | $4,762-82.1% |
| Participant deferral / active EE | $1,232 | $4,603-73.2% | $4,069-69.7% | $5,850-78.9% |
| Admin fee / account holder | $12,578 | $10,748+17.0% | $7,888+59.4% | $11,596+8.5% |