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 9-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 | $51,407 | $94,625-45.7% | $116,228-55.8% | $84,808-39.4% |
| Participation rate | 14.0% | 70.4%-56.5pp | 74.6%-60.6pp | 68.3%-54.4pp |
| Annual return | 15.48% | 20.40%-4.9pp | 90.06%-74.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $508 | $3,972-87.2% | $4,953-89.7% | $4,212-87.9% |
| Admin fee / account holder | $486 | $10,091-95.2% | $11,989-96.0% | $7,344-93.4% |