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 | $30,543 | $76,407-60.0% | $150,298-79.7% | $82,448-63.0% |
| Participation rate | 26.3% | 66.4%-40.1pp | 77.8%-51.4pp | 68.1%-41.8pp |
| Annual return | 14.42% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $371 | $2,614-85.8% | $4,154-91.1% | $2,551-85.4% |
| Participant deferral / active EE | $681 | $3,214-78.8% | $5,453-87.5% | $4,139-83.6% |
| Admin fee / account holder | $2,268 | $6,352-64.3% | $14,116-83.9% | $7,234-68.6% |