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 | $76,873 | $100,754-23.7% | $86,677-11.3% | $134,475-42.8% |
| Participation rate | 64.3% | 78.9%-14.6pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -24.58% | 29.04%-53.6pp | 35.91%-60.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,400 | $5,338-36.3% | $4,656-27.0% | $6,400-46.9% |
| Admin fee / account holder | $1,365 | $10,926-87.5% | $7,493-81.8% | $11,426-88.0% |