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 | $69,710 | $96,635-27.9% | $86,612-19.5% | $139,434-50.0% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 18.88% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $609 | $3,263-81.3% | $3,022-79.8% | $4,751-87.2% |
| Participant deferral / active EE | $780 | $4,836-83.9% | $4,438-82.4% | $6,710-88.4% |
| Admin fee / account holder | $897 | $6,408-86.0% | $5,614-84.0% | $11,403-92.1% |