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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,955 | $53,127-77.5% | $86,590-86.2% | $70,131-83.0% |
| Participation rate | 67.9% | 65.3%+2.5pp | 73.5%-5.7pp | 69.5%-1.7pp |
| Annual return | 9.63% | 27.66%-18.0pp | 964.84%-955.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $243 | $2,068-88.3% | $2,839-91.4% | $2,342-89.6% |
| Participant deferral / active EE | $789 | $2,696-70.7% | $3,609-78.1% | $3,332-76.3% |
| Admin fee / account holder | $564 | $3,585-84.3% | $4,906-88.5% | $4,645-87.9% |