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 6-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 | $106,031 | $91,552+15.8% | $133,956-20.8% | $79,858+32.8% |
| Participation rate | 36.4% | 73.3%-37.0pp | 79.8%-43.5pp | 69.6%-33.3pp |
| Annual return | -0.74% | 61.85%-62.6pp | 45.09%-45.8pp | 31.71%-32.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,921 | $3,733-48.6% | $5,048-61.9% | $3,740-48.6% |
| Admin fee / account holder | $2,127 | $6,321-66.4% | $8,927-76.2% | $5,306-59.9% |