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.
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 | $11,976 | $39,019-69.3% | $80,716-85.2% | $85,850-86.1% |
| Participation rate | 20.6% | 41.5%-21.0pp | 54.2%-33.6pp | 69.3%-48.7pp |
| Annual return | 10.09% | 26.27%-16.2pp | 87.28%-77.2pp | 318.53%-308.4pp |
| Employer contribution / active EE | $163 | $722-77.4% | $1,160-85.9% | $2,565-93.6% |
| Participant deferral / active EE | $288 | $1,326-78.3% | $2,146-86.6% | $3,952-92.7% |
| Admin fee / account holder | $1,628 | $2,431-33.0% | $3,380-51.8% | $6,260-74.0% |