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 | $106,749-67.6% | $145,433-76.2% | $82,448-58.0% |
| Participation rate | 27.7% | 75.6%-48.0pp | 82.1%-54.5pp | 68.1%-40.4pp |
| Annual return | 55.13% | 27.59%+27.5pp | 66.58%-11.4pp | 41.64%+13.5pp |
| Employer contribution / active EE | $1,114 | $3,444-67.7% | $4,554-75.5% | $2,551-56.3% |
| Participant deferral / active EE | $1,843 | $6,519-71.7% | $7,897-76.7% | $4,139-55.5% |
| Admin fee / account holder | $417 | $8,390-95.0% | $13,129-96.8% | $7,234-94.2% |