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 | $109,503 | $53,822+103.5% | $75,696+44.7% | $85,850+27.6% |
| Participation rate | 37.5% | 69.1%-31.6pp | 74.8%-37.3pp | 69.3%-31.8pp |
| Annual return | -2.36% | 24.54%-26.9pp | 104.53%-106.9pp | 318.53%-320.9pp |
| Employer contribution / active EE | $542 | $2,017-73.1% | $2,743-80.2% | $2,565-78.9% |
| Participant deferral / active EE | $722 | $2,895-75.0% | $3,821-81.1% | $3,952-81.7% |
| Admin fee / account holder | $900 | $3,343-73.1% | $3,619-75.1% | $6,260-85.6% |