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 | $22,958 | $71,050-67.7% | $93,606-75.5% | $80,856-71.6% |
| Participation rate | 27.4% | 60.4%-33.0pp | 68.7%-41.4pp | 67.6%-40.3pp |
| Annual return | 8.89% | 11.26%-2.4pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $452 | $1,564-71.1% | $2,420-81.3% | $2,755-83.6% |
| Participant deferral / active EE | $841 | $4,034-79.2% | $4,411-80.9% | $4,296-80.4% |
| Admin fee / account holder | $2,163 | $6,945-68.9% | $8,285-73.9% | $6,918-68.7% |