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 | $78,904 | $106,749-26.1% | $145,433-45.7% | $82,448-4.3% |
| Participation rate | 28.8% | 75.6%-46.9pp | 82.1%-53.3pp | 68.1%-39.3pp |
| Annual return | 17.68% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $921 | $3,444-73.3% | $4,554-79.8% | $2,551-63.9% |
| Participant deferral / active EE | $1,216 | $6,519-81.4% | $7,897-84.6% | $4,139-70.6% |
| Admin fee / account holder | $2,492 | $8,390-70.3% | $13,129-81.0% | $7,234-65.6% |