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 6-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 | $9,552 | $27,839-65.7% | $58,482-83.7% | $71,457-86.6% |
| Participation rate | 8.3% | 34.5%-26.3pp | 50.9%-42.6pp | 67.9%-59.7pp |
| Annual return | 10.66% | 26.81%-16.1pp | 4239.32%-4228.7pp | 28.85%-18.2pp |
| Employer contribution / active EE | $46 | $631-92.7% | $1,053-95.6% | $2,588-98.2% |
| Participant deferral / active EE | $298 | $1,206-75.3% | $1,924-84.5% | $4,289-93.1% |
| Admin fee / account holder | $405 | $1,641-75.3% | $2,516-83.9% | $1,587-74.5% |