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 | $17,665 | $76,000-76.8% | $154,107-88.5% | $64,186-72.5% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | 9.12% | 30.32%-21.2pp | 735.12%-726.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,467 | $3,351-56.2% | $5,298-72.3% | $2,381-38.4% |
| Participant deferral / active EE | $728 | $3,175-77.1% | $5,081-85.7% | $3,470-79.0% |
| Admin fee / account holder | $1,519 | $5,596-72.9% | $13,411-88.7% | $4,888-68.9% |