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 7-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 | $32,599 | $98,750-67.0% | $149,696-78.2% | $79,858-59.2% |
| Participation rate | 48.7% | 75.8%-27.1pp | 82.5%-33.8pp | 69.6%-20.9pp |
| Annual return | 10.99% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $637 | $3,216-80.2% | $4,644-86.3% | $2,471-74.2% |
| Participant deferral / active EE | $1,424 | $5,680-74.9% | $6,842-79.2% | $3,740-61.9% |
| Admin fee / account holder | $440 | $6,053-92.7% | $9,309-95.3% | $5,306-91.7% |