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 9-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 | $121,291 | $185,822-34.7% | $169,993-28.6% | $139,434-13.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 8.94% | 60.50%-51.6pp | 53.37%-44.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,408 | $7,590-81.4% | $6,785-79.2% | $4,751-70.4% |
| Participant deferral / active EE | $12,000 | $11,622+3.3% | $10,408+15.3% | $6,710+78.8% |
| Admin fee / account holder | $1,949 | $15,381-87.3% | $12,815-84.8% | $11,403-82.9% |