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 5-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 | $15,048 | $60,022-74.9% | $88,946-83.1% | $84,808-82.3% |
| Participation rate | 37.0% | 57.8%-20.8pp | 68.8%-31.8pp | 68.3%-31.3pp |
| Annual return | 18.66% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $419 | $1,703-75.4% | $2,555-83.6% | $2,631-84.1% |
| Participant deferral / active EE | $551 | $3,114-82.3% | $4,581-88.0% | $4,212-86.9% |
| Admin fee / account holder | $1,721 | $4,811-64.2% | $8,261-79.2% | $7,344-76.6% |