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 | $57,474 | $60,892-5.6% | $82,389-30.2% | $84,808-32.2% |
| Participation rate | 20.0% | 63.3%-43.3pp | 69.5%-49.5pp | 68.3%-48.3pp |
| Annual return | 12.06% | 37.29%-25.2pp | 28.67%-16.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $254 | $1,779-85.7% | $2,517-89.9% | $2,631-90.3% |
| Participant deferral / active EE | $1,330 | $3,179-58.2% | $4,155-68.0% | $4,212-68.4% |
| Admin fee / account holder | $6,331 | $5,467+15.8% | $7,231-12.4% | $7,344-13.8% |