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 | $106,836 | $70,002+52.6% | $115,037-7.1% | $52,331+104.2% |
| Participation rate | 14.0% | 72.1%-58.1pp | 81.4%-67.4pp | 68.1%-54.1pp |
| Annual return | -4.04% | 4.04%-8.1pp | 26.14%-30.2pp | 4.54%-8.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,452 | $4,920-50.2% | $6,026-59.3% | $3,022-18.9% |
| Admin fee / account holder | $2,320 | $566+309.8% | $8,175-71.6% | $592+292.1% |