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 | $57,227 | $29,667+92.9% | $56,441+1.4% | $80,874-29.2% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-56.9pp |
| Annual return | 3.99% | 35.22%-31.2pp | 1704.21%-1700.2pp | 35.62%-31.6pp |
| Employer contribution / active EE | $79 | $669-88.2% | $1,039-92.4% | $2,756-97.1% |
| Participant deferral / active EE | $694 | $1,227-43.4% | $1,953-64.4% | $4,297-83.8% |
| Admin fee / account holder | $2,810 | $2,429+15.6% | $2,829-0.7% | $6,935-59.5% |