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 4-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 | $6,367 | $20,316-68.7% | $66,042-90.4% | $74,304-91.4% |
| Participation rate | 34.6% | 62.8%-28.2pp | 67.5%-32.9pp | 60.3%-25.8pp |
| Annual return | 19.50% | 28.10%-8.6pp | 52.11%-32.6pp | 29.43%-9.9pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $770 | $1,615-52.3% | $2,835-72.9% | $3,767-79.6% |
| Admin fee / account holder | $621 | $1,668-62.8% | $5,747-89.2% | $2,969-79.1% |