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 | $36,186 | $71,883-49.7% | $86,677-58.3% | $68,494-47.2% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.2pp | 67.9%-4.6pp |
| Annual return | -16.47% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,614 | $2,173-25.7% | $2,836-43.1% | $2,596-37.9% |
| Participant deferral / active EE | $1,667 | $3,779-55.9% | $4,656-64.2% | $4,027-58.6% |
| Admin fee / account holder | $2,286 | $6,112-62.6% | $7,493-69.5% | $5,403-57.7% |