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 3-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 | $3,106 | $24,733-87.4% | $69,647-95.5% | $74,495-95.8% |
| Participation rate | 7.5% | 63.5%-56.0pp | 66.5%-59.0pp | 67.2%-59.7pp |
| Annual return | 4.26% | 18.55%-14.3pp | 100.48%-96.2pp | 1364.94%-1360.7pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $231 | $1,901-87.8% | $2,886-92.0% | $4,346-94.7% |
| Admin fee / account holder | $1,286 | $1,892-32.0% | $4,713-72.7% | $1,942-33.8% |