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 | $104,440 | $180,449-42.1% | $154,107-32.2% | $135,375-22.9% |
| Participation rate | 11.1% | 87.4%-76.3pp | 83.0%-71.9pp | 82.6%-71.5pp |
| Annual return | -13.15% | 888.09%-901.2pp | 735.12%-748.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $378 | $6,035-93.7% | $5,298-92.9% | $4,779-92.1% |
| Participant deferral / active EE | $2,299 | $5,806-60.4% | $5,081-54.8% | $5,609-59.0% |
| Admin fee / account holder | $1,601 | $16,143-90.1% | $13,411-88.1% | $10,827-85.2% |