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 | $54,980 | $54,380+1.1% | $68,509-19.7% | $59,632-7.8% |
| Participation rate | 69.0% | 70.2%-1.2pp | 74.7%-5.8pp | 68.7%+0.3pp |
| Annual return | -2.81% | 2.83%-5.6pp | 8.27%-11.1pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $153 | $1,539-90.0% | $2,278-93.3% | $2,203-93.0% |
| Participant deferral / active EE | $3,581 | $2,643+35.5% | $3,382+5.9% | $3,192+12.2% |
| Admin fee / account holder | $3,062 | $3,885-21.2% | $5,275-42.0% | $4,297-28.7% |