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 | $69,553 | $79,944-13.0% | $98,439-29.3% | $75,163-7.5% |
| Participation rate | 69.2% | 70.4%-1.1pp | 75.2%-5.9pp | 67.2%+2.0pp |
| Annual return | 11.37% | 19.75%-8.4pp | 21.16%-9.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $361 | $2,264-84.1% | $3,048-88.2% | $2,670-86.5% |
| Participant deferral / active EE | $3,682 | $3,752-1.9% | $4,738-22.3% | $4,125-10.8% |
| Admin fee / account holder | $1,687 | $6,840-75.3% | $8,948-81.1% | $5,651-70.2% |