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 | $67,664 | $65,246+3.7% | $98,716-31.5% | $67,986-0.5% |
| Participation rate | 34.3% | 51.4%-17.1pp | 69.3%-35.0pp | 57.2%-22.9pp |
| Annual return | 8.77% | 20.58%-11.8pp | 31.81%-23.0pp | 31.67%-22.9pp |
| Employer contribution / active EE | $65 | $1,042-93.7% | $2,279-97.1% | $2,019-96.8% |
| Participant deferral / active EE | $1,668 | $2,594-35.7% | $4,048-58.8% | $3,358-50.3% |
| Admin fee / account holder | $26,215 | $4,561+474.8% | $8,703+201.2% | $3,203+718.4% |