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 | $159,355 | $159,602-0.2% | $150,045+6.2% | $142,382+11.9% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.3%-47.5pp | 80.1%-45.3pp |
| Annual return | 11.61% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,080 | $8,310-87.0% | $7,997-86.5% | $6,507-83.4% |
| Admin fee / account holder | $11,763 | $14,846-20.8% | $13,435-12.4% | $12,624-6.8% |