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 6-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 | $17,006 | $62,573-72.8% | $85,682-80.2% | $85,850-80.2% |
| Participation rate | 17.4% | 61.1%-43.7pp | 69.9%-52.5pp | 69.3%-51.9pp |
| Annual return | -8.52% | 23.77%-32.3pp | 21.49%-30.0pp | 318.53%-327.1pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $700 | $2,802-75.0% | $3,923-82.2% | $3,952-82.3% |
| Admin fee / account holder | $3,273 | $4,640-29.5% | $6,873-52.4% | $6,260-47.7% |