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 | $51,179 | $76,367-33.0% | $93,606-45.3% | $72,985-29.9% |
| Participation rate | 43.2% | 71.7%-28.6pp | 75.8%-32.6pp | 69.5%-26.3pp |
| Annual return | 19.89% | 25.82%-5.9pp | 32.76%-12.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $589 | $2,275-74.1% | $2,718-78.3% | $2,440-75.8% |
| Participant deferral / active EE | $765 | $3,538-78.4% | $4,069-81.2% | $3,607-78.8% |
| Admin fee / account holder | $5,581 | $6,838-18.4% | $7,888-29.2% | $5,124+8.9% |