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 | $43,134 | $57,541-25.0% | $95,745-54.9% | $75,163-42.6% |
| Participation rate | 4.7% | 62.5%-57.9pp | 72.3%-67.6pp | 67.2%-62.5pp |
| Annual return | 25.75% | 34.93%-9.2pp | 28.35%-2.6pp | 160.62%-134.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6 | $3,074-99.8% | $4,245-99.9% | $4,125-99.8% |
| Admin fee / account holder | $349 | $4,099-91.5% | $5,678-93.9% | $5,651-93.8% |