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.
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 | $36,664 | $51,045-28.2% | $70,515-48.0% | $71,457-48.7% |
| Participation rate | 20.6% | 59.4%-38.9pp | 68.3%-47.8pp | 67.9%-47.4pp |
| Annual return | 10.71% | 42.63%-31.9pp | 32.77%-22.1pp | 28.85%-18.1pp |
| Employer contribution / active EE | $363 | $1,790-79.7% | $2,973-87.8% | $2,588-86.0% |
| Participant deferral / active EE | $785 | $3,026-74.1% | $4,567-82.8% | $4,289-81.7% |
| Admin fee / account holder | $3,255 | $1,994+63.3% | $6,412-49.2% | $1,587+105.1% |