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 | $39,202 | $110,094-64.4% | $151,611-74.1% | $68,494-42.8% |
| Participation rate | 67.5% | 84.0%-16.5pp | 87.5%-20.0pp | 67.9%-0.4pp |
| Annual return | -20.03% | -10.12%-9.9pp | 3.33%-23.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,185 | $4,471-73.5% | $6,166-80.8% | $2,596-54.4% |
| Participant deferral / active EE | $4,594 | $6,527-29.6% | $8,363-45.1% | $4,027+14.1% |
| Admin fee / account holder | $6,280 | $7,719-18.6% | $11,616-45.9% | $5,403+16.2% |