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 | $48,855 | $105,859-53.8% | $90,160-45.8% | $147,584-66.9% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.5pp | 82.8%-24.5pp |
| Annual return | 22.48% | 37.63%-15.1pp | 34.88%-12.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,504 | $4,126-63.6% | $3,318-54.7% | $4,876-69.2% |
| Participant deferral / active EE | $1,626 | $5,733-71.6% | $5,288-69.2% | $5,439-70.1% |
| Admin fee / account holder | $10,377 | $8,046+29.0% | $5,943+74.6% | $10,885-4.7% |