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 | $55,694 | $62,573-11.0% | $85,682-35.0% | $85,850-35.1% |
| Participation rate | 29.5% | 61.1%-31.6pp | 69.9%-40.3pp | 69.3%-39.8pp |
| Annual return | 18.13% | 23.77%-5.6pp | 21.49%-3.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $833 | $2,802-70.3% | $3,923-78.8% | $3,952-78.9% |
| Admin fee / account holder | $11,831 | $4,640+155.0% | $6,873+72.1% | $6,260+89.0% |