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 | $71,372 | $109,881-35.0% | $150,045-52.4% | $84,808-15.8% |
| Participation rate | 55.4% | 76.1%-20.7pp | 82.3%-26.9pp | 68.3%-12.9pp |
| Annual return | 16.87% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,073 | $3,561-69.9% | $4,693-77.1% | $2,631-59.2% |
| Participant deferral / active EE | $2,189 | $6,636-67.0% | $7,997-72.6% | $4,212-48.0% |
| Admin fee / account holder | $1,502 | $8,568-82.5% | $13,435-88.8% | $7,344-79.5% |