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 | $88,425 | $116,875-24.3% | $209,012-57.7% | $116,875-24.3% |
| Participation rate | 61.8% | 74.5%-12.7pp | 77.5%-15.7pp | 74.5%-12.7pp |
| Annual return | 11.80% | 16.29%-4.5pp | 0.31%+11.5pp | 16.29%-4.5pp |
| Employer contribution / active EE | $296 | $3,288-91.0% | $5,342-94.5% | $3,288-91.0% |
| Participant deferral / active EE | $2,258 | $3,885-41.9% | $4,752-52.5% | $3,885-41.9% |
| Admin fee / account holder | $8,311 | $12,263-32.2% | $31,136-73.3% | $12,263-32.2% |