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 | $144,573 | $95,453+51.5% | $112,040+29.0% | $82,448+75.4% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.5%-13.2pp | 68.1%-4.7pp |
| Annual return | 12.10% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $517 | $2,318-77.7% | $2,954-82.5% | $2,551-79.8% |
| Participant deferral / active EE | $4,021 | $4,224-4.8% | $5,098-21.1% | $4,139-2.9% |
| Admin fee / account holder | $19,941 | $9,013+121.2% | $12,098+64.8% | $7,234+175.6% |