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 10-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 | $16,879 | $70,669-76.1% | $169,368-90.0% | $75,163-77.5% |
| Participation rate | 53.1% | 64.8%-11.7pp | 77.1%-24.1pp | 67.2%-14.1pp |
| Annual return | 21.09% | 36.36%-15.3pp | 405.60%-384.5pp | 160.62%-139.5pp |
| Employer contribution / active EE | $490 | $2,211-77.8% | $4,013-87.8% | $2,670-81.7% |
| Participant deferral / active EE | $1,221 | $4,311-71.7% | $6,221-80.4% | $4,125-70.4% |
| Admin fee / account holder | $2,972 | $5,402-45.0% | $9,003-67.0% | $5,651-47.4% |