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 | $43,949 | $101,317-56.6% | $146,958-70.1% | $74,495-41.0% |
| Participation rate | 40.6% | 75.5%-34.9pp | 82.2%-41.6pp | 67.2%-26.6pp |
| Annual return | 12.46% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,283 | $3,810-66.3% | $4,933-74.0% | $2,623-51.1% |
| Participant deferral / active EE | $1,810 | $7,303-75.2% | $8,070-77.6% | $4,346-58.4% |
| Admin fee / account holder | $3,700 | $1,739+112.8% | $12,998-71.5% | $1,942+90.6% |