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 3-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 | $34,593 | $109,881-68.5% | $150,045-76.9% | $84,808-59.2% |
| Participation rate | 27.7% | 76.1%-48.4pp | 82.3%-54.7pp | 68.3%-40.7pp |
| Annual return | 55.13% | 28.25%+26.9pp | 62.55%-7.4pp | 40.90%+14.2pp |
| Employer contribution / active EE | $1,114 | $3,561-68.7% | $4,693-76.3% | $2,631-57.7% |
| Participant deferral / active EE | $1,843 | $6,636-72.2% | $7,997-76.9% | $4,212-56.2% |
| Admin fee / account holder | $417 | $8,568-95.1% | $13,435-96.9% | $7,344-94.3% |