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 | $93,271 | $100,923-7.6% | $150,045-37.8% | $74,304+25.5% |
| Participation rate | 20.8% | 70.1%-49.3pp | 82.3%-61.5pp | 60.3%-39.6pp |
| Annual return | 8.44% | 51.77%-43.3pp | 62.55%-54.1pp | 29.43%-21.0pp |
| Employer contribution / active EE | $534 | $3,463-84.6% | $4,693-88.6% | $2,241-76.2% |
| Participant deferral / active EE | $2,180 | $6,709-67.5% | $7,997-72.7% | $3,767-42.1% |
| Admin fee / account holder | $456 | $2,767-83.5% | $13,435-96.6% | $2,969-84.6% |