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 5-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 | $35,811 | $159,901-77.6% | $146,958-75.6% | $145,922-75.5% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 9.05% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $688 | $5,286-87.0% | $4,933-86.0% | $4,660-85.2% |
| Participant deferral / active EE | $3,375 | $8,428-60.0% | $8,070-58.2% | $6,688-49.5% |
| Admin fee / account holder | $6,839 | $15,044-54.5% | $12,998-47.4% | $13,397-49.0% |