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 | $29,162 | $55,415-47.4% | $155,509-81.2% | $74,495-60.9% |
| Participation rate | 24.0% | 61.9%-37.9pp | 78.2%-54.2pp | 67.2%-43.2pp |
| Annual return | 10.88% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $476 | $2,267-79.0% | $4,672-89.8% | $2,623-81.8% |
| Participant deferral / active EE | $605 | $2,836-78.7% | $5,626-89.2% | $4,346-86.1% |
| Admin fee / account holder | $7,572 | $1,738+335.6% | $15,912-52.4% | $1,942+290.0% |