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 | $37,390 | $144,119-74.1% | $117,854-68.3% | $147,584-74.7% |
| Participation rate | 10.0% | 83.4%-73.4pp | 79.7%-69.7pp | 82.8%-72.8pp |
| Annual return | 18.48% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,367 | $5,316-74.3% | $4,482-69.5% | $5,439-74.9% |
| Admin fee / account holder | $7,782 | $10,886-28.5% | $8,020-3.0% | $10,885-28.5% |