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.
Employer 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 | $26,333 | $58,208-54.8% | $81,812-67.8% | $80,856-67.4% |
| Participation rate | 60.8% | 63.4%-2.6pp | 72.3%-11.6pp | 67.6%-6.9pp |
| Annual return | 9.89% | 41.66%-31.8pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $49 | $2,340-97.9% | $2,912-98.3% | $2,755-98.2% |
| Participant deferral / active EE | $1,988 | $3,281-39.4% | $4,319-54.0% | $4,296-53.7% |
| Admin fee / account holder | $2,709 | $4,981-45.6% | $7,386-63.3% | $6,918-60.8% |