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 | $85,048 | $111,535-23.7% | $105,223-19.2% | $137,256-38.0% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 8.35% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,265 | $3,939-67.9% | $3,689-65.7% | $4,156-69.6% |
| Participant deferral / active EE | $1,314 | $5,500-76.1% | $5,072-74.1% | $6,407-79.5% |
| Admin fee / account holder | $655 | $9,721-93.3% | $8,859-92.6% | $12,270-94.7% |