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 | $167,882 | $133,922+25.4% | $116,228+44.4% | $142,382+17.9% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.6%-45.1pp | 80.1%-50.7pp |
| Annual return | 13.67% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $349 | $5,672-93.9% | $4,953-93.0% | $6,507-94.6% |
| Admin fee / account holder | $1,080 | $14,945-92.8% | $11,989-91.0% | $12,624-91.4% |