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.
Participant 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 | $160,394 | $138,065+16.2% | $123,544+29.8% | $135,375+18.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.19% | 153.68%-166.9pp | 119.20%-132.4pp | 519.73%-532.9pp |
| Employer contribution / active EE | $975 | $5,151-81.1% | $4,628-78.9% | $4,779-79.6% |
| Participant deferral / active EE | $1,219 | $6,799-82.1% | $6,426-81.0% | $5,609-78.3% |
| Admin fee / account holder | $1,074 | $10,916-90.2% | $9,284-88.4% | $10,827-90.1% |