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 | $56,707 | $71,057-20.2% | $93,654-39.5% | $80,874-29.9% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.1pp | 67.6%-11.0pp |
| Annual return | 9.90% | 11.26%-1.4pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $333 | $1,564-78.7% | $2,421-86.2% | $2,756-87.9% |
| Participant deferral / active EE | $2,385 | $4,034-40.9% | $4,413-46.0% | $4,297-44.5% |
| Admin fee / account holder | $1,257 | $6,944-81.9% | $8,282-84.8% | $6,935-81.9% |