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 8-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 | $31,329 | $91,407-65.7% | $135,903-76.9% | $71,457-56.2% |
| Participation rate | 38.0% | 75.7%-37.6pp | 81.9%-43.9pp | 67.9%-29.9pp |
| Annual return | 23.68% | 29.90%-6.2pp | 68.23%-44.5pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,353 | $3,703-63.5% | $4,856-72.1% | $2,588-47.7% |
| Participant deferral / active EE | $2,486 | $7,092-64.9% | $7,758-68.0% | $4,289-42.0% |
| Admin fee / account holder | $1,536 | $1,266+21.3% | $10,762-85.7% | $1,587-3.3% |