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 | $174,198 | $175,202-0.6% | $149,673+16.4% | $139,434+24.9% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 3.67% | 166.71%-163.0pp | 134.42%-130.7pp | 372.94%-369.3pp |
| Employer contribution / active EE | $15,642 | $5,474+185.7% | $4,818+224.7% | $4,751+229.2% |
| Participant deferral / active EE | $713 | $6,519-89.1% | $5,680-87.4% | $6,710-89.4% |
| Admin fee / account holder | $8,997 | $16,150-44.3% | $13,210-31.9% | $11,403-21.1% |