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 | $33,390 | $76,670-56.4% | $96,683-65.5% | $71,457-53.3% |
| Participation rate | 2.8% | 66.6%-63.8pp | 74.3%-71.5pp | 67.9%-65.1pp |
| Annual return | 13.67% | 48.29%-34.6pp | 35.69%-22.0pp | 28.85%-15.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $194 | $3,771-94.8% | $4,878-96.0% | $4,289-95.5% |
| Admin fee / account holder | $1,009 | $2,028-50.3% | $6,730-85.0% | $1,587-36.4% |