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 | $28,806 | $71,883-59.9% | $86,677-66.8% | $68,494-57.9% |
| Participation rate | 43.5% | 72.2%-28.7pp | 76.6%-33.0pp | 67.9%-24.3pp |
| Annual return | -16.99% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,591 | $2,173-26.8% | $2,836-43.9% | $2,596-38.7% |
| Participant deferral / active EE | $1,652 | $3,779-56.3% | $4,656-64.5% | $4,027-59.0% |
| Admin fee / account holder | $4,434 | $6,112-27.4% | $7,493-40.8% | $5,403-17.9% |