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.
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 | $36,361 | $89,355-59.3% | $141,162-74.2% | $72,985-50.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 16.33% | 111.85%-95.5pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $503 | $3,114-83.8% | $4,735-89.4% | $2,440-79.4% |
| Participant deferral / active EE | $3,851 | $5,418-28.9% | $6,709-42.6% | $3,607+6.8% |
| Admin fee / account holder | $8,881 | $5,958+49.1% | $10,261-13.4% | $5,124+73.3% |