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 | $67,023 | $133,922-50.0% | $116,228-42.3% | $142,382-52.9% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 3.81% | 147.76%-144.0pp | 90.06%-86.3pp | 217.08%-213.3pp |
| Employer contribution / active EE | $49 | $3,446-98.6% | $2,994-98.4% | $4,299-98.9% |
| Participant deferral / active EE | $5,167 | $5,672-8.9% | $4,953+4.3% | $6,507-20.6% |
| Admin fee / account holder | $441 | $14,945-97.0% | $11,989-96.3% | $12,624-96.5% |