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 | $124,688 | $57,057+118.5% | $85,009+46.7% | $80,874+54.2% |
| Participation rate | 7.3% | 56.4%-49.0pp | 67.5%-60.2pp | 67.6%-60.3pp |
| Annual return | 8.93% | 21.66%-12.7pp | 66.47%-57.5pp | 35.62%-26.7pp |
| Employer contribution / active EE | $85 | $1,799-95.3% | $2,728-96.9% | $2,756-96.9% |
| Participant deferral / active EE | $1,180 | $3,112-62.1% | $4,522-73.9% | $4,297-72.5% |
| Admin fee / account holder | $469 | $4,986-90.6% | $6,153-92.4% | $6,935-93.2% |