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 | $135,896 | $94,625+43.6% | $116,228+16.9% | $84,808+60.2% |
| Participation rate | 19.2% | 70.4%-51.2pp | 74.6%-55.3pp | 68.3%-49.1pp |
| Annual return | 18.72% | 20.40%-1.7pp | 90.06%-71.3pp | 40.90%-22.2pp |
| Employer contribution / active EE | $690 | $2,347-70.6% | $2,994-77.0% | $2,631-73.8% |
| Participant deferral / active EE | $1,205 | $3,972-69.7% | $4,953-75.7% | $4,212-71.4% |
| Admin fee / account holder | $1,117 | $10,091-88.9% | $11,989-90.7% | $7,344-84.8% |