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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,743 | $59,805-72.0% | $79,550-79.0% | $68,494-75.6% |
| Participation rate | 15.6% | 61.1%-45.5pp | 69.5%-53.9pp | 67.9%-52.3pp |
| Annual return | -20.05% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $549 | $1,505-63.5% | $2,413-77.2% | $2,596-78.8% |
| Participant deferral / active EE | $733 | $3,024-75.8% | $3,985-81.6% | $4,027-81.8% |
| Admin fee / account holder | $1,296 | $4,835-73.2% | $6,832-81.0% | $5,403-76.0% |