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 | $199,641 | $106,749+87.0% | $145,433+37.3% | $82,448+142.1% |
| Participation rate | 30.8% | 75.6%-44.9pp | 82.1%-51.4pp | 68.1%-37.3pp |
| Annual return | 13.37% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $851 | $3,444-75.3% | $4,554-81.3% | $2,551-66.6% |
| Participant deferral / active EE | $1,868 | $6,519-71.3% | $7,897-76.3% | $4,139-54.9% |
| Admin fee / account holder | $1,052 | $8,390-87.5% | $13,129-92.0% | $7,234-85.5% |