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 | $81,513 | $71,883+13.4% | $86,677-6.0% | $68,494+19.0% |
| Participation rate | 51.6% | 72.2%-20.6pp | 76.6%-25.0pp | 67.9%-16.3pp |
| Annual return | -18.86% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $135 | $2,173-93.8% | $2,836-95.2% | $2,596-94.8% |
| Participant deferral / active EE | $2,708 | $3,779-28.3% | $4,656-41.8% | $4,027-32.8% |
| Admin fee / account holder | $18,811 | $6,112+207.8% | $7,493+151.0% | $5,403+248.2% |