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.)
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 | $58,467 | $48,046+21.7% | $84,611-30.9% | $72,985-19.9% |
| Participation rate | 57.1% | 57.6%-0.4pp | 68.2%-11.1pp | 69.5%-12.3pp |
| Annual return | -0.42% | 37.38%-37.8pp | 258.74%-259.2pp | 81.00%-81.4pp |
| Employer contribution / active EE | $278 | $1,602-82.6% | $2,652-89.5% | $2,440-88.6% |
| Participant deferral / active EE | $278 | $2,680-89.6% | $3,899-92.9% | $3,607-92.3% |
| Admin fee / account holder | $761 | $3,395-77.6% | $4,912-84.5% | $5,124-85.2% |