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 | $16,749 | $46,674-64.1% | $117,472-85.7% | $68,494-75.5% |
| Participation rate | 53.0% | 56.8%-3.8pp | 70.6%-17.6pp | 67.9%-14.9pp |
| Annual return | -21.15% | -14.52%-6.6pp | 29.74%-50.9pp | -7.84%-13.3pp |
| Employer contribution / active EE | $220 | $1,505-85.4% | $4,176-94.7% | $2,596-91.5% |
| Participant deferral / active EE | $1,612 | $2,636-38.9% | $4,070-60.4% | $4,027-60.0% |
| Admin fee / account holder | $2,263 | $4,020-43.7% | $5,645-59.9% | $5,403-58.1% |