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 6-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 | $41,803 | $93,571-55.3% | $135,903-69.2% | $75,163-44.4% |
| Participation rate | 15.6% | 75.2%-59.6pp | 81.9%-66.4pp | 67.2%-51.6pp |
| Annual return | 21.42% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $979 | $3,537-72.3% | $4,856-79.8% | $2,670-63.3% |
| Participant deferral / active EE | $1,436 | $6,404-77.6% | $7,758-81.5% | $4,125-65.2% |
| Admin fee / account holder | $1,531 | $6,975-78.1% | $10,762-85.8% | $5,651-72.9% |