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 | $44,977 | $136,307-67.0% | $106,619-57.8% | $273,961-83.6% |
| Participation rate | 64.7% | 84.8%-20.1pp | 78.0%-13.3pp | 83.0%-18.3pp |
| Annual return | 10.50% | 11.05%-0.5pp | 9.42%+1.1pp | 41.45%-30.9pp |
| Employer contribution / active EE | $853 | $5,190-83.6% | $3,947-78.4% | $4,869-82.5% |
| Participant deferral / active EE | $1,232 | $4,969-75.2% | $3,930-68.6% | $5,287-76.7% |
| Admin fee / account holder | $548 | $8,625-93.6% | $6,418-91.5% | $10,132-94.6% |