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 7-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 | $79,663 | $70,475+13.0% | $100,516-20.7% | $79,858-0.2% |
| Participation rate | 43.9% | 73.7%-29.8pp | 79.4%-35.5pp | 69.6%-25.8pp |
| Annual return | 91.11% | 21.90%+69.2pp | 30.89%+60.2pp | 31.71%+59.4pp |
| Employer contribution / active EE | $333 | $2,165-84.6% | $3,418-90.3% | $2,471-86.5% |
| Participant deferral / active EE | $1,886 | $5,181-63.6% | $6,270-69.9% | $3,740-49.6% |
| Admin fee / account holder | $11,646 | $4,478+160.0% | $8,081+44.1% | $5,306+119.5% |