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 | $140,994 | $74,927+88.2% | $101,794+38.5% | $84,808+66.3% |
| Participation rate | 2.6% | 61.4%-58.8pp | 69.2%-66.6pp | 68.3%-65.7pp |
| Annual return | 24.57% | 18.70%+5.9pp | 30.53%-6.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $526 | $3,099-83.0% | $4,084-87.1% | $4,212-87.5% |
| Admin fee / account holder | $553 | $6,514-91.5% | $8,777-93.7% | $7,344-92.5% |