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 | $19,358 | $49,173-60.6% | $121,098-84.0% | $75,163-74.2% |
| Participation rate | 53.2% | 55.4%-2.2pp | 69.5%-16.3pp | 67.2%-14.0pp |
| Annual return | 12.63% | 55.99%-43.4pp | 985.75%-973.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $216 | $1,546-86.1% | $4,164-94.8% | $2,670-91.9% |
| Participant deferral / active EE | $1,468 | $2,628-44.1% | $4,080-64.0% | $4,125-64.4% |
| Admin fee / account holder | $4,837 | $3,942+22.7% | $5,644-14.3% | $5,651-14.4% |