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 | $89,763 | $81,625+10.0% | $167,512-46.4% | $74,304+20.8% |
| Participation rate | 17.3% | 60.0%-42.7pp | 77.1%-59.8pp | 60.3%-43.1pp |
| Annual return | 12.93% | 26.09%-13.2pp | 1615.79%-1602.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $492 | $2,010-75.5% | $3,882-87.3% | $2,241-78.0% |
| Participant deferral / active EE | $1,029 | $4,115-75.0% | $6,405-83.9% | $3,767-72.7% |
| Admin fee / account holder | $6,769 | $3,474+94.8% | $9,769-30.7% | $2,969+128.0% |